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Select Default Document Storage Option

How to set your firm's Default Document Storage option in your CASEpeer account.

Updated over 4 months ago

NOTE: This can only be done by a firm administrator.

  • Navigate to the Icon in the top right corner of your account and select Account Settings.

  • Click the bolded Settings option.

  • A pop-up window will appear.

  • Select the Default Document Storage option for your firm.

  • Click Save.

  • Users will now be directed to the default storage option when opening the Documents Tab.

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