Related Articles
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 ...
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 ...
Box Cloud Storage Integration
CaseFox integrates with Box.net, Dropbox and Google Drive. That means documents related to your cases, when stored in CaseFox, are actually stored in your own Box, Dropbox or Google Drive accounts. CaseFox creates a root folder and then one folder ...