How to Create a New Document Folder on Document Library

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.

Click the New button.

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

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.

Hit enter and you are done.

Note:

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