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.
Guest
