Add and Manage File Folders

File folders help you keep documents organized within a case file. Use them to group important files such as X-rays, scanned IDs, insurance cards, reports, and other case-related documents. Sorting your files into folders makes it much easier to find what you need later, especially when a case file has many attachments

Tip: Most images and PDFs open in a preview right inside CaseRM. Other file types can be downloaded and opened with the right software on your device.

Add a File Folder

1. Go to Case Files > Settings > File Folder.
2. Click Add New File Folder.
3. Enter a File Folder Name, then click Create.

Edit a File Folder

1. Go to Case Files > Settings > File Folder.
2. Find the file folder you want to change and click Rename.
3. Enter the new File Folder Name, then click Save.

Delete a File Folder

1. Go to Case Files > Settings > File Folder.
2. Find the file folder you want to remove and click Delete.
3. Click Confirm to delete the file folder.