Using CaseFox

Saving Case Documents and Case Related Emails
CaseFox integrates with Dropbox and Google Docs for storing case documents.  Documents can be uploaded directly from CaseFox to Dropbox and Google Docs (Goog...
Sat, 27 Aug, 2016 at 11:37 AM
Receiving Payments From Clients Online
To setup client online payments: 1. Create a PayPal account using one of your emails 2. Login to your CaseFox account 3. Click on Settings/Tools/Rep...
Sat, 27 Aug, 2016 at 11:37 AM
Adding Personal Events (Non Cases Related Events)
1. Add a client.  Enter your own firm's information. 2. Add a case for this client.  Name this case "Personal" (for example). 3. Add perso...
Sat, 27 Aug, 2016 at 11:37 AM
Case Categories
You may create/assign a category to a case during case creation (or category can also be added via case edit).  A case category is a self defined name, su...
Sat, 27 Aug, 2016 at 11:57 AM
Month by Month Totals For a Case
To obtain a month by month totals for a case including month  by month by each timekeeper and task codes, please click on the Case (Projects) tab, select ...
Tue, 13 Sep, 2016 at 4:25 PM
Assign Cases Automatically to Non-Admin User
Admin and Office Secretary type users have access to all cases by default.  All other types of users need to be assigned to cases.  "Grant Access To Al...
Fri, 3 Mar, 2017 at 9:14 PM
Microsoft OneDrive and Office365 Integration
CaseFox integrates with OneDrive, Dropbox, Box and GoogleDrive.  CaseFox also provides its own cloud storage for case documents. To sync to Microsoft On...
Fri, 27 Mar, 2020 at 9:51 AM
Excluding Archived Cases From Search
Under Cases (Projects) tab,  next to the search box,  the checkbox can be checked to exclude archived chases from the search results.   
Fri, 18 Sep, 2020 at 12:14 PM