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Create New OneDrive Sub-Folder
Create New OneDrive Sub-Folder
Updated over a week ago

How to create a new sub-folder with our OneDrive integration.

  • NOTE: The firm must have the OneDrive integration activated.

  • Navigate to the Documents Tab of the case.

  • Click the OneDrive section of the Documents Tab.

  • Click Add Folder.

  • A pop-up window will appear to name the new folder.

  • Click Save.

  • The new folder will appear on the OneDrive tab.

  • You can now upload documents to your new folder and the folder will appear in the firm's OneDrive account.

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