Create a Default Folder Structure by Case Type Kasandra Tyler October 02, 2023 22:32 Updated How to set a default folder structure based on case type. Navigate to the Icon. Select Document Folders. Click Create New. Select the case type and the default template. Select Save. Next, Create Document Folder Templates. Then, apply the folder structure to a new case. Related articles Create Document Folder Templates Add a Default Folder Structure to a New Case Activate Text Templates Comments 0 comments Article is closed for comments.
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