Adding/Deleting Document Folders for Digital Docs
Digital doc folders allow users to separate digital docs at the Corporation, Client, and Case level.
Digital documents are an important part of any immigration case. INSZoom offers folders that allow users to separate digital docs at the Corporation, Client and Case level. This guide will demonstrate how to add or delete document folders.
First, navigate to the Knowledge Base ('Setup' >> 'Knowledge Base') and then 'Document Folders' under the 'Other Templates' section:
Once here, you can click 'Add New' to create a document folder, select 'Set Default' to make that folder the default for new document uploads, and edit or delete any of the folders:
Now, when you go to either the corporation, client, or case level to upload a document, the default folder will whichever one you selected in 'Document Folders' in the Knowledge Base: