This article will discuss how to add sub folders to the documents listview, as well as how to easily organize existing documents uploaded to a case.
Over time, some cases may end up having a large number of documents on them, which may result in a need for some organization of said documents. Subfolders can be added to the documents listview to make organizing documents easier. To add a Subfolder, click on the Add subfolder icon (folder with a green + sign).
On the next screen, enter a name for the folder, give it a description, if applicable, and then choose what parent folder the subfolder should be nested in. Once you have done so, click Continue.
The folder will now be created and appear in the Documents listview.
You can then organize any existing documents on the case by hovering over the document icon and dragging and dropping them into the desired order and folders.
New User Training Series
- New User Training - Start Here
- Logging In
- Requesting a Password Reset
- Submitting a Support Request
- Using the Help Widget
- Cases Page
- Listviews
- Conflict Check
- Entering Intakes
- Case Profile Page
- In-Line Case Add / Quick Add
- Elaborate and Simple Services
- Scheduling Services
- Conducting Services
- Editing Services
- Editing Service Appointments
- Quick Batch Simple Service
- Standard Batch Simple Service
- Adding Case Notes
- Editing and Deleting Notes
- Adding Service Notes
- Managing Documents
- Updating Case Status
- Changing Intake Types