Sorting documents

In eBrief Ready you can control how documents are ordered within a matter and inside individual folders.

Sorting options #

• Manual / User-defined (default) — you control the order by dragging and dropping documents using the handlebars (three lines icon)
• Field: Date — documents are ordered automatically by date
• Field: Document name — documents are ordered automatically by name

Sorting at the matter level #

Matter level sorting sets the default order for documents across the entire matter.

1. Open the matter and click Setup
2. Select Settings from the left panel
3. Under Document sorting, select your preferred option from the Default sort by attribute dropdown

Note: For Field: Date or Field: Document name, tick Sort in reverse order if you want to reverse the direction.

4. Click Save Changes

Sorting within individual folders #

Individual folders can have their own sort order, overriding the matter level setting.

1. In the Setup tab, click Folders in the left panel
2. Click the pencil icon to the right of the folder – the Edit Folder window appears
3. Under Document sorting, select your preferred option from the Sort all documents automatically by dropdown
4. Click Update

Note: You can also edit a folder’s settings without going to the Setup tab. In the Document tab, click the folder in the left panel and then click the Cog to access the Edit Folder window.

Note: You can combine sorting at the matter and folder level — for example, sort the whole matter by Field: Date, then open a specific folder (like Exhibits) and set it to Field: Document name instead.

When to Use Each Sorting Option #

Manual / User-defined
Use this option when you want to control the exact order of documents within a folder or matter.

Field: Date
Best used when reviewing documents chronologically, such as correspondence, filings, or document production.

Field: Document name
Helpful when documents follow a structured naming convention, such as numbered exhibits or standardised document titles.

For further information or assistance, please do not hesitate to reach out to our dedicated Support Team via support@legalready.ai or +61 3 9020 4456.