Dropbox

Connect your firm's Dropbox account and sync a matter's documents with a Dropbox folder — in both directions. Files you upload to Infera Law can be pushed out to the folder, and files added to the folder from outside Infera Law can be pulled in.

Connecting Your Firm's Account

1. Open the firm's Integrations page (see Integrations)
2. On the Dropbox card, click Connect
3. Sign in to Dropbox and approve access
4. You're returned to Infera Law, and the card shows Connected along with the account's email address

Connecting a Matter to a Folder

1. On the matter's Documents tab, click Connect a folder
2. If your firm has more than one connected integration, choose Dropbox
3. In the folder browser, open folders until you reach the one you want
4. Optionally check Automatically push new client uploads to this folder
5. Click Use this folder

The toolbar now shows a chip with the Dropbox folder name, plus sync controls.

Syncing Documents

• Push — click the push icon to send the matter's documents to the Dropbox folder
• Pull — click the pull icon to bring in new files added to the folder from outside Infera Law
• Auto-push — toggle Auto-push new uploads (from the folder chip's ⋮ menu, or when connecting the folder) so newly uploaded or received documents are pushed to the folder automatically

Changing or Removing a Folder Connection

Click the ⋮ menu next to the connected folder to:

• Change folder… — pick a different Dropbox folder for this matter
• Disconnect folder — stop syncing this matter. The firm's Dropbox connection stays active for other matters.

Related

• Integrations
• Google Drive
• Viewing Documents