Skip to main content
Create Document Folders
Updated over 6 months ago

How to create document folders in CASEpeer to create an organized workflow for the firm. Folder templates can also be created.

  • Navigate to the Documents Tab on the case.

  • Select Add Folder on the right-hand side of the screen.

Screen_Shot_2022-07-25_at_10.23.52_AM.png
  • A pop-up window will appear.

  • Add the folder name.

  • Click Save.

  • The folder will now be available in CASEpeer's document storage.

Screen_Shot_2022-07-25_at_10.26.39_AM.png
Did this answer your question?