Skip to main content
Mitratech Success Center

Client Support Center

Need help? Click a product group below to select your application and get access to knowledge articles, webinars, training content, and release notes or to contact our support team.

Authorized users - log in to create a ticket, view tickets status and check your success plan details.

 

INSZoom:-Adding/Deleting Document Folders for Digital Docs

  1. Last updated
  2. Save as PDF
This article will guide you on how to Add/Delete Document Folders for Digital Docs

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:

  1. Navigate to the 'Setup' and click 'Knowledge Base'.
  2. Select 'Document Folders' under the 'Other Templates' section.
  3. Click 'Add New' to create a document folder.
  4. Select 'Set Default' to make that folder the default for new document uploads and edit or delete any of the folders.
  5. When you go to either the corporation, client, or case level to upload a document, the default folder will be whichever you selected in 'Document Folders' in the Knowledge Base.