Linking to Dropbox

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 authorize button, CaseFox will have a link to your Dropbox account and will be saving backup automatically (in additional to allowing you to save your case documents in your own Dropbox).
    • Related Articles

    • Dropbox

      CaseFox offers integration with Dropbox to seamlessly store your case documents in your own Dropbox account.
    • 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 ...
    • Office365 (including Microsoft Exhange Online, Hotmail, etc.)/Outlook Calendar Linking

      CaseFox can automatically create/update/delete events in your Office 365/Outlook calendar when create/update/delete event operations are performed in CaseFox. To link your Office365 account, after login to your CaseFox account, please click on ...
    • 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