Add a Document Folder Structure to an Existing 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.

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