Add a New Folder
It is possible to create custom folders in both the "Personal Documents" tab and the "Cases/Client" tab, and the process is identical for both tabs.
By default, when adding a new case, Casolve will generate a set of document folders corresponding to the case type in the Cases/Client tab. In the personal tab, no folders will be provided by default, and you are free to create them based on your specific requirements.
To add a folder, click on the "Action" button and choose the "Add a folder" option to add a folder.
When adding a new folder, it will come with a default Title and Description that can be customized according to your preferences.
Note- Your clients will not have the ability to create folders in their client portal as we aim to provide control of the entire process in your hands. This implies that only you can create folders, and your clients can only upload files to those folders.