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Add a Folder on the Documents Tab
Add a Folder on the Documents Tab
Updated over 6 months ago

How to create a new folder on the Documents Tab.

  • Navigate to the Documents Tab.

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  • Select Add Folder.

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  • Add the new name for the desired folder and select Save.

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  • The folder will appear under CASEpeer's document storage.

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  • If documents need to be added to a new folder, select the checkbox next to the documents.

  • Click the boxed checkmark at the top left and select Move To.

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  • Select the folder the documents need to move to and select Move Documents.

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  • The selected documents will appear under the folder.

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