Overview
You can integrate Dropbox with MyCase for easy document organization, editing, offline access, and more.
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).
What the integration looks like in Dropbox
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.
What the integration looks like 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 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.