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Migrate Documents from Dropbox to Native Document Storage

If you have documents in a DropBox account and wish to move them over to the Cosmolex Native Document Storage, here are the steps:

First, go into your CosmoLex account and make sure CosmoLex is your default document storage application. For assistance on how to do this, click here. 

Log-in to your DropBox account. 

Click on the Files tab located on the left.

Click on the Apps folder on the Files page.

Click on the CosmoLex folder within the Apps page. Here you will find individual files for all your Matters.

Click on the Matter file you wish to download. Then right-click on your mouse and select Download. 

All files inside the Matter will download as a .zip file onto your computer.

Double-click on the .zip file to open it. It will now show all documents inside the .zip file.

Holding down the Shift button on your keyboard, select all the documents using your cursor. This will highlight them as seen below.

Release the Shift button on your keyboard.

Left-click your mouse and hold it, then drag-and-drop all the files to another area, such as your Desktop or a created folder.

Go into your CosmoLex account and find the Matter you wish to add documents. 

From within the Matter, you can go to the Documents tab, or you can use the Documents tab under Activities to upload the documents. 

Select Add, then Add File. This will open the Add File screen.

Select Browse.

Find where you have located the documents associated with the Matter. 

Select the document you wish to upload. You can upload multiple documents at one time by holding down the Shift button when you select them. 

Another way of uploading multiple files in Cosmolex is by holding down the Ctrl button on your keyboard, and select the files you want to bring in.

You will then see the files showing in the add file window.

When ready, hit Upload

Once complete, the documents will be attached to the Matter in your CosmoLex account.

Updated on October 3, 2018

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