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Managing Folders

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Use Folders to save and organize documents you find during your research session.

To add a document to a folder:

  • Select Tax-Federal.
  • Enter the search term "Soliman" and click search.
  • Check a document or documents and then click the Add to icon . Note: You can also add a document to a folder after opening a document. You can also check the Open in New Tab check box to open the document in a separate browser window.
  • Select FOLDER from the Add to dropdown.
  • Select either an existing folder or create a new folder.
  • Click the SAVE & CLOSE button to add the document to your folder.

To view an existing folder:

  • Click the Folders dropdown and select a folder to view.
  • Manage your folders from the FOLDERS popup window that displays.

To share existing folders with other users:

  • When viewing an existing folder, click Edit Folder.
  • Click Manage Members to right of Shared with.
  • Check the box(es) for individual(s) with whom you want to share the folder and they will automatically be added to right panel:
    Notes:
    • You can only share VitalLaw folder with other users within the same WoltersKluwer Account as your User ID.
    • Search for individuals by name.
    • Remove Member(s) by clicking the ‘x’ in right panel (or ‘Remove all’).
  • Click SAVE & CLOSE when done.
  • The Current Owner section lets you Transfer Ownership to a different individual within your WoltersKluwer Account.

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