Create a New OneDrive Folder for a Case

How to connect a case to a new OneDrive folder.

• Navigate to the Documents Tab of the case.
• A pop-up window will appear, choose the default folder name or create a new one.
• The default folder naming convention is Last Name, First Name – Date of Incident MM-DD-YYYY, to choose this, click Save.

• To create a unique folder name, enter the name of the folder under the Create New Folder field. 

• Click Save.
• The case is now linked with a new OneDrive folder.