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Add a Document Folder Structure or Folder Template to an Existing Case

How to add a set of folders to an existing case.

Make sure to do this step prior to adding any folders to the case.

  • Navigate to the Document Tab of a Case.

  • Select Document Folders.

  • The default document folder structure for the selected case type will automatically display. Apply a different folder structure by selecting it from the drop-down menu.

  • Select Apply.

  • The selected folder structure will now be applied to the case.

  • If a document folder structure does not exist for the selected case type, a prompt will appear to notify the user.

  • Note: The Document Folders option only appears when both of the following are true:

    • A case type has been selected.

    • No folders exist yet for the case. This means no folders were added manually and no folder template has already been applied.

    If the Document Folders option is not showing, delete the existing folders or confirm a case type is selected. The folder template option will then reappear. Alternatively, you can add folders manually.

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