How Can We Help?
Search for answers or browse our knowledge base.
Integrate Dropbox
You can forego Rocket Matter’s native document storage and integrate document storage with your Dropbox account.
Important: The integration works with a single Dropbox account, so be sure to choose an account accessible to everyone in your firm who requires access.
Enable Dropbox Integration
Step 1: Firm Level
To integrate Dropbox at the firm level:
- From the left navigation panel, click Setup.
- At the bottom of the Setup left navigation, click Apps.
- On the Apps screen, in the Documents Apps section, click the Dropbox on/off slider.
The slider switches to On.
- Signed into Dropbox
If you are signed into Dropbox, the screen message asks you to allow Rocket Matter to create folders within Dropbox. - Not Signed into Dropbox
If you are not signed into Dropbox, the screen message prompts you for your Dropbox login credentials.
- Click Allow or sign into Dropbox, as applicable.
- If you are signing into Dropbox for the first time, Dropbox emails you to verify your email address.
- Within the Dropbox email, click Verify your email.
Rocket Matter displays a message: Dropbox is successfully linked to your Rocket Matter account!
- Click Back to Rocket Matter.
- From the Dashboard left navigation panel, click Setup.
- From the Setup left navigation, click Firm Settings.
- From the tabs atop the Firm Settings screen, click Firm Preferences.
- Scroll down to the Document Settings section.
- From the Default Document App drop-down, click Dropbox.
- In the upper right corner, click Save.
Dropbox is your firm’s default document app.
Step 2: Create Matter Folders
Once you have integrated Dropbox at the firm level, any new files you create will be saved to the shared folder.
Important: Files uploaded to Rocket Matter prior to the Dropbox integration must be moved to the new shared folder.
To create your matter folders in Dropbox:
From Matters
- From the left navigation panel, click Matters.
- On the Matters screen, double-click a matter, or single-click it, then from the toolbar, click Details.
- From the Matters Details left navigation, click Documents.
The Documents message displays: The matter you are looking for doesn’t have a folder assigned. Do you want to create one?
The label above the folder taxonomy reads Rocket Matter.
- Click Yes.
The label above the folder taxonomy updates to Dropbox.
From Documents
- From the left navigation panel, click Documents.
- From the Client-Matter section, double-click a matter.
The Documents message displays: The matter you are looking for doesn’t have a folder assigned. Do you want to create one?
The label above the folder taxonomy reads Rocket Matter.
- Click Yes.
The label above the folder taxonomy updates to Dropbox.