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Connect a case to a pre-existing OneDrive folder.

Navigate to the Documents Tab of the case.

A pop-up window will appear, use the drop-down menu to search and select the existing OneDrive folder for the case.

NOTE: Do not use the Create New option if you know there is an existing folder. The Create New option will create a new folder.

- Navigate to the Documents Tab of the case.
- A pop-up window will appear, use the drop-down menu to search and select the existing OneDrive folder for the case.
- NOTE: Do not use the Create New option if you know there is an existing folder. The Create New option will create a new folder.

Screen_Shot_2022-07-10_at_11.36.42_AM.png

The case will now be linked to its OneDrive folder.

- Click Save.
- The case will now be linked to its OneDrive folder.

Link an Existing OneDrive Folder to a Case

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