02.4 Configure · Workspace

How to Organize Your Arc.Box

Structure your workspace — organizing sealed records, setting folder governance, and building the record architecture your team operates from on day one.

Step-by-step
01

Plan your record structure

Decide how records should be grouped — by client, matter, or period.

02

Create folders and set governance

Build the folder structure and set governance on each.

03

Organize your sealed records

Place records into their structure so the team has a clear architecture.

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