How to create a new sub-folder with our OneDrive integration.
- NOTE: The firm must have the OneDrive integration activated.
- Navigate to the Documents Tab of the case.
- Click the OneDrive section of the Documents Tab.
- Click Add Folder.
- A pop-up window will appear to name the new folder.
- Click Save.
- The new folder will appear on the OneDrive tab.
- You can now upload documents to your new folder and the folder will appear in the firm's OneDrive account.
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