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Create Document Subfolders
Create Document Subfolders
Updated over 6 months ago

How to a create document subfolder into CASEpeer to create an organized workflow for the firm. Folder templates can also be created.

  • Click the folder you'd like to add a subfolder to.

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  • Select Add Folder.

  • A pop-up window will appear.

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  • Name the subfolder.

  • Select Save.

  • The subfolder will now be available on the Documents Tab of CASEpeer.

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  • View which folder a subfolder is being created for at the top of the tab.

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