Add a Default Folder Structure to a New Case

How to add a set of default folders to a new case.

NOTE: The folders must first be created under Account Settings

• Click the + Icon. 

• A new window will appear. 
• Select the case type and a Document Folders tab will appear. 
• Click Document Folders.

• Select a document folder template.
• Customize as desired with the checkboxes.

• Select Save. 
• The document folders selected will now appear in the Documents Tab of the case.
• NOTE: This feature only applies to CASEpeer's native document storage.