Wednesday Wisdom: How to Integrate Rocket Matter with Dropbox

Rocket Matter’s integration with Dropbox gives users the ability to attach their Dropbox files to matters and bill for them. This free integration is simple to enable and allows firms to access all of their documents in one place.
To accomplish this, you’ll first need to enter your Dropbox credentials by navigating to the ‘Admin’ page and clicking on the ‘Dropbox Credentials’ hyperlink.

Next, click ‘Allow’ to authorize Rocket Matter to access your Dropbox files and folders.

Now that you have configured your Dropbox integration, the next step is to navigate to the ‘Matter Documents’ section of a matter.

Once you’re on the Matter Documents page, click ‘Set Dropbox Directory’ where you’ll be prompted to enter the folder path from Dropbox.




 
TRAINING AND DEMOS
Rocket Matter demos are always available online 5 days a week!  Click here to select a time convenient for you and register.
Current customers who need a refresher on all things Rocket Matter are encouraged to jump onto one of our online training classes. We also offer them 5 days a week.
Our dedicated support team is always available 8am-8pm EST, Monday through Friday, to answer all of your questions and concerns. You can reach them by phone at 888-432-1529 option 1.