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How to Create a New Document Folder on Document Library

  • Updated

You can create a new document folder in the document library on the following Cards:

  1. Case Card
  2. Client Card

The look and functionality of the document library on both Cards are identical. However, in this article, we will create a new document folder on the Case Card.

To create a new document folder on the Case Card, head over to the Documents-view.

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Click the New button.

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The following drop-down dialog will appear, select Folder once it appears on the list.

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The new folder will appear as below. If you want to change the folder name, simply hit the backspace and enter the name you want.

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Hit enter and you are done.

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Note:

1. Depending on the integration, the Document Management System in the article and your environment may differ.