Upload Documents with the Dropbox Integration

How to upload documents to a case's Dropbox folder.

• Navigate to the Documents Tab of the case.

• If your CASEpeer account is connected to Dropbox and the case is already connected to a folder, the Documents Tab will open on the Dropbox section.
• To connect a case to an existing Dropbox folder follow the instructions here.
• Click on the folder or subfolder within the Client's Dropbox folder you would like to upload the file(s) to.

• Click Upload.

• A pop-up window will appear. 
• Choose the files (up to 20 at a time) to upload. 
• Click Upload.

• The documents will now appear in the appropriate Dropbox folder.