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Create a New OneDrive Folder for a Case
Create a New OneDrive Folder for a Case
Updated over 6 months ago

How to connect a case to a new OneDrive folder.

  • Navigate to the Documents Tab of the case.

  • A pop-up window will appear, choose the default folder name or create a new one.

  • The default folder naming convention is Last Name, First Name – Date of Incident MM-DD-YYYY, to choose this, click Save.

Screenshot 2023-09-11 at 10.12.17 AM.png
  • To create a unique folder name, enter the name of the folder under the Create New Folder field.

Screenshot 2023-09-11 at 10.12.35 AM.png
  • Click Save.

  • The case is now linked with a new OneDrive folder.

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