Integrate Dropbox with MyCase for easy document organization, editing, offline access, and more.
How to Sync Your Dropbox Files in MyCase
To install the integration:
Click Settings in the top right-hand corner
Select "Integrations & Apps"
Click "Set Up" on the Dropbox section and follow all prompts to give MyCase access to Dropbox
You will then see a "syncing" page until the integration is complete. Then, you will be brought to a success page (if there are any errors with the sync, this page will let you know).
You will now have a folder named "MyCase" that contains a folder for each of your cases. Adding documents to these case folders within Dropbox will allow you to see those documents within each case in MyCase.
You will see a Dropbox folder within your cases documents section which contains any documents and folders that are added to the specific case folders in Dropbox.
Please see more information about the integrations below:
Please note: Only one MyCase account can be synced with Dropbox for your firm. That MyCase account will be used to share documents with the rest of your firm, so it is recommended that this person who installs the sync has access to all cases.