Ideas & Enhancements

Recognition of no linked folder/Ask for permission to create SharePoint folder

Rather than auto-create file folders in SharePoint for every single matter/intake, that then just have to be deleted or managed in some other way, I propose the following:

New Intake/Matter is created.

CaseDocs tab is clicked.

Dialog Box: "Would you like to create a case folder?" Yes/No.

If "No", dialog box re-appears every time CaseDocs tab is selected.

Once "Yes," selection menu for where to save file in CaseFiles directory.

Once link established, no further dialog boxes.

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  • Jun 23 2022
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