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Integrating Your Dropbox Account With CosmoLex

Introduction

You can choose to forego CosmoLex native document storage, and integrate your document storage with your Dropbox account

How to set up integration

Choose a Dropbox account that is accessible by the entire firm, or that is accessible by the firm owner. You will only be able to use one account, and then you will be able to share the CosmoLex folder with other members of your firm. Next, you will link your account.

Turn on the app

The app must be turned on at the firm-wide level. The firm admin can go to Setup > Apps > Under Documents Apps, locate Dropbox and click the OFF Button to turn on the app. 
 

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Once turned on, you will be directed to the Dropbox login page as shown below

Dropbox

Sign into Dropbox in the window as shown:

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Once your Dropbox is linked, click “Back to CosmoLex”
 
Important

Make sure the app is turned also selected under Firm Settings > Firm Preferences > Default Document App

Complete Setup

Within each matter, you will be prompted to create a folder as needed.
To do this, click Matters in the side panel > click on a matter > Click Details.
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Under Matter Details, Click on the Documents tab
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A permission window will come up, asking if you want to create a matter folder, click Yes. For any new matters added will automatically be created.
 

 

Here you will confirm that your Dropbox account is synced.

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Updated on July 9, 2019

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