Storing and Managing Case Documents Easily Using Your Own Dropbox Account

Modified on Sat, 27 Aug 2016 at 11:36 AM

Dropbox Logo

CaseFox® seemlessly integrates with DropboxTM to 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 ask or store your DropBox user name and password. If you don't have a Dropbox account, sign up for free. Dropbox currently offers 2GB+ cloud storage for free.

Note: If your firm has multiple users, the admin should login to CaseFox®, select a case, click on the "Documents" tab on the right side pane and click on "Upload to DropBox" button. The pop-up window will redirect to DropBox secure site for authentication. Once successfully authenticated, DropBox will ask for your permission to allow access to CaseFox. Once "Allow" button is clicked, the setup process is finised and other users in the firm can then upload/view documents. Note that CaseFox will not have access to any other folders than Apps/CaseFox folder (which will be created automatically by CaseFox). CaseFox will also create subfolders with random number suffixes. Please DO NOT change names of thse folders by going to Dropbox directly. Your case documents will be displayed in the "Documents" tab of a selected case. Documents can be downloaded by clicking on the link. Documents may also be deleted. You may also copy documents directly in your Dropbox sync case folder (using Dropbox desktop client or Web interface) [find folder names associated with a case by going to the "Documents" tab of the case]. These documents will show up in CaseFox.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article