Purpose: Display a list of files on a case that are 1) in the agency's specified Dropbox Business document store, and 2) reside in or below a top level folder in the “Team Space,” created via API when the matter was created in LegalServer. Cost: $4500 setup cost. There is currently no monthly charge for Dropbox integration. Dropbox SetupConfiguration Requirements
Generally The LegalServer Dropbox app will use a generated access token to issue requests to the Dropbox API on behalf of a Team Admin user, in order to create case folders and display their contents. The associated block and listview need to have the Dropbox Team Shared Folder ID added to it. Using the Dropbox IntegrationCase Folder CreationPlace the “Dropbox - Create Case Folder” block on the disposition step of a case intake. This makes a call to the Dropbox API to create a Team Folder with the Case ID in the name. The folder will be viewable by anyone in the Dropbox Team Space.For cases that existed prior to the addition of the Dropbox Integration, this block can be placed on an auxiliary process. Case Folder ContentsWhen the “Dropbox Documents” list is placed on a case profile LegalServer will show a telescoping view into the folder’s contents in Dropbox. The list includes document and folder names and links to them, and resembles the folder-document structure in Dropbox or your favorite Operating System.Clicking on the document links will bring you to Dropbox. If you are not logged into Dropbox, Dropbox will require you to login first before opening the file. If you are logged in to Dropbox with a user that doesn't have permission, you will get an error message that access was denied. To add documents to Dropbox, you can drag and drop files from your desktop directly into the Dropbox listview to upload them into Dropbox. Upcoming FeaturesNew-Style Document TemplatesDocument templates will optionally be uploaded and stored in Dropbox. When downloading or generating the template from LegalServer, the file will be fetched from Dropbox. If a file with the same name already exists in Dropbox, the new file will automatically be renamed.Assumptions and ConstraintsFolders must initially be created with the Case ID, but that can later be changed. LegalServer will track the folder using a metadata tag on the Dropbox record. |
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