As part of a cost-effective research strategy, we recommend making use of the folders on Lexis, Westlaw and Bloomberg Law. If you are working in an environment where there are charges associated with viewing or downloading documents, saving them to a folder can save you from being a second time if you need to view them again in the future. But saving documents to a folder is also a good way to keep track of your work. Make use of the highlight and annotation tools to take note of why you are saving the documents.

Step 1: To access your folders, click on the "Folders" link toward the top of the screen. Then select "New" in the left sidebar to create a new folder. If you need to delete or rename an already existing folder, click "Options" instead. 

Step 2: To save a document in a folder, click on the folder icon. 

Step 3: A pop-up box will allow you to select the relevant folder where you wish to save the item. You also have the option to create a new folder here. 

Beyond saving you money and time, the Westlaw folders feature also allows you to conduct searches by keyword across all of the content in a particular folder. You can also filter the content in a folder by content type or specifically view those documents where you have made annotations. You can also create shared folders to collaborate with others. 

Step 1: To access your folders on Lexis, click on "More" in the upper right corner of the screen and then select "Folders." 

Step 2: To create a new folder, click on the "Create New Folder" button on the left side of the screen.

Step 3: To save an item in a folder, click on the folder icon to select the appropriate folder. 

Once you are in a folder, you have options to download the folder or share the folder with others. You can also conduct keyword searches within a folder. 

Step 1: To access your folders ("Workspaces") on Bloomberg Law, click on "My Work History" at the top of the screen and then select "Workspaces."

Step 2: To create a new folder, click on the "Create Workspace" link. A pop-up box will appear where you can label the folder (and include a description and share it with others, if desired). 

Step 3: To add an item to a folder, click on the folder icon to select the appropriate folder where you want to save the item.