Organize documents within cases in a clear and consistent way.

Case folders help users structure documents and records within individual cases, supporting clarity, collaboration, and compliant handling of case material.

Clear organization. Structure documents logically within each case.

User-driven flexibility. Allow users to create folders suited to the specific case.

Policy-aligned practice. Support organizational guidelines for consistent folder use.

Product overview

Flexible case-based organization

  • User-created folders within individual cases
  • Logical grouping of documents and records
  • Support for organizational guidelines and best practices
  • Improved navigation within complex cases
  • Clear separation of different document types

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Key benefits

Better overview
Flexible structuring
Reduced risk

Core capabilities

Folder creation
  • Users create folders per case
  • Structure adapted to case complexity
  • No rigid system constraints
Document grouping
  • Group related documents logically
  • Separate drafts, decisions, and background material
  • Improve readability of case content
Guided consistency
  • Support organizational policies and guidance
  • Encourage consistent practices across users
  • Improve shared understanding

Use cases

Complex cases

Organize large volumes of documents clearly.

Regulated processes

Ensure compliant document structuring.

Cross-unit work

Support shared understanding across departments.

Trusted by government leaders

“Case folders brought consistency to how we organize documents across all cases.”
Records Manager
“Finding the right documents is much faster when every case follows the same structure.”
Senior Case Officer
“The folder structure supports compliance without adding complexity.”
Head of Information Governance

Security & compliance

Standardized structure

Folder hierarchies are centrally defined and consistently applied.

Access control

Folder access follows role-based permissions.

Audit support

Document placement supports traceability and audits.

Frequently asked questions

Are folder structures predefined by the system?
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Can organizations define guidelines for folders?
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Do folders follow case permissions?
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