Add a New Folder

Add multiple folders for storing your cases so you can easily find your cases on the Folders page without having to search through the master case list on the Cases page.

1. On the left, click the Case Management navigation button to open the Cases page.

2. Click the Folders navigation tab to open the Folders page.

3. On the Folder Management toolbar, click New Folder to open the Folder Properties dialog box.

4. In Folder Name, type the title of the new folder you are adding.
5. Select the Default Folder check box to set the folder as the default location for your cases. If not the default folder for all your cases, leave the check box cleared.

6. (Optional) Share the cases in this folder with other users. The other users will have full access to update and save the cases within the folder.

   1. In User Nickname, type the nickname of a user with whom to share this folder.
   2. Click Add User. This saves the user to the list of users who have access to the folder.

   3. Add users as applicable.

   In the Folder Management grid, shared folders display as "True" under the Shared column. Unshared folders display as "False" under the Shared column.

7. (Optional) Remove a user's access to the folder. In the Users who have access column, click Delete to the right of the user's nickname to remove their access to the folder.

8. Click Save to add the new folder to the Folder Management grid. Or, click Cancel to return to the Folder Management grid without saving the folder.