How to a create document subfolder into CASEpeer to create an organized workflow for the firm. Folder templates can also be created.
- Click the folder you'd like to add a subfolder to.
- Select Add Folder.
- A pop-up window will appear.
- Name the subfolder.
- Select Save.
- The subfolder will now be available on the Documents Tab of CASEpeer.
- View which folder a subfolder is being created for at the top of the tab.
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