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 CASEpeer's native document storage.