Managing Case Documents Easily Using Your Own Dropbox, OneDrive Box or Google Drive Accounts or use CaseFox File Storage
CaseFox® seamlessly integrates with CaseFox File Storage, Dropbox, OneDrive, Box and Google Drive to enable smooth and convenient case document management. The documents are uploaded securely in user's own (or firm's ) cloud storage account.
Dropbox, Box, OneDrive, Google Drive Integration
Manual File Copying Instructions: After login to your CaseFox account, click on "Cases (Projects)" tab. Select a case on the left bar. Click on Documents tab on the right side. Click on Upload to Dropbox button. First time when this button is clicked (for any case), you will be required to login to your Dropbox account. When you upload a document, CaseFox will create a unique folder for the selected case in your
Dropbox (under /Apps/CaseFox in your Dropbox folder structure). The folder name will include case name and a unique ID. You may then copy other files directly to this folder in Dropbox (or upload via CaseFox). CaseFox will show all files stored in this folder when the Documents tab for a case is selected. In summary, the case specific folder must be first created by CaseFox, after that you can go directly to the folder in Dropbox to copy more files. Same process for Box and Google Drive.
Automatic Backup to Dropbox
CaseFox automatically generates a daily backup file consisting of your month to date time and trust entries. At the month end, many other types of data is included in the backup file.
This file is emailed to you. However, if you link your Dropbox account to your CaseFox account, the backup file will be transparently copied to /Apps/CaseFox/Backup folder in your Dropbox.