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

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

Updated over 2 weeks ago
  • 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.

  • The Document Folders option will be disabled if folders already exist in the Documents Tab or if a case type has not been selected.

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