How to add a set of default folders to a new case.
Click the + Icon.
A new window will appear.
Select the case type and a Document Folders tab will appear.
Click Document Folders.
Select a document folder template.
Customize as desired with the checkboxes.
Select Save.
The document folders selected will now appear in the Documents Tab of the case.
NOTE: This feature only applies to 8am CasePeer's native document storage.