How To Manage Case/Project Documents

How To Manage Case/Project Documents

Case/project documents can be stored in the cloud (Google Drive, onlinefilefolder.com or any similar service that provides separate URLs for individual documents). Upload your case/project related documents to any online storage service and use the "Attach Document Link" (in "Add Note (Time/Expense)" ) with your time and expense entries in CaseFox. As soon asthe first document is attached, a "Document" tab will automatically appear for the CaseFox case/project. This will allow you to have all your case related document and expense receipts at one place. You may also store these documents in local or shared drives. However, links to local/shared drives will not be accessible from the browser.

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