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Linking to Dropbox
Simply upload any file to any case by going to Cases (Projects), then on the right hand side, click on the Documents tab. First time the system will redirect to Dropbox login page. Once successfully logged into your Dropbox account and clicked on the ...
Storing and Managing Case Documents Easily Using Your Own Dropbox Account
CaseFox®seemlessly integrates with DropboxTMto enable smooth and convenient case document management. The documents are uploaded securely in user's own (or firm's ) DropBox account. CaseFox uses DropBox authentication tokens, hence CaseFox will not ...
Case Documents Management
Case Documents Management using Dropbox/Google Drive Case documents can be to individual time/expense entries by clicking on "Attach Document Link" on Add Note screen. In addition, you may also upload (from the Documents tab of a case in CaseFox) ...
Integration List
Law Pay Xero QuickBooks Online QuickBooks Desktop Google Drive Google Calendar Google Tasks Google Email (sending) Office365 Calendar Office365 Email (sending) OneDrive Box Dropbox PayPal For Accepting Payments
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 (Google Docs integration has a few exceptions). When in case screen, click on Documents tab and ...