How to Create and Manage Folders in CasePacer

This guide provides step-by-step instructions on how to create new folders and move files between folders within the CasePacer platform and ensure they are mirrored in CP Hub.

Adding Folders On The Web

1. In the case page, go to Documents tab and select All Records in the right-side corner of the documents tab.

2. Select New Folder. Enter a name and click New Folder again to Save.

Create and Manage Folders

Note: Be sure to create the new folder in the Records Directory, or it will not appear in the CP hub.

Moving Files Between Folders

1. Specify folders when creating documents in Casepacer for faster organization. Hover over a file, click pencil icon to edit a record.

Moving Files

2. Select the destination folder, click Move then Save.

Create and Manage Folders