Create Document Folder Templates

How to create a document folder set for a case type. 

• Navigate to the  Icon.
• Select Document Folders.

• Click Create New.

• Name the template.
• Select the allowed case types.
• Add the folder name.
• To add multiple folder names select the folder icon on the right.
• Select Save. 

• The document template will now be available from the intake when adding new cases.