Rocket Matter Knowledge Base DocumentsHow to set up a Dropbox integration

How to set up a Dropbox integration

You can integrate your Dropbox account with Rocketmatter by enabling the integration in Settings, and then mapping your Dropbox directory to a specific 'Matter Documents' section.  The nature of the integration is such that the Dropbox documents 'live' on your Dropbox server, but are 'mapped' to your Rocket Matter account.  As such you can attach billable time to the documents displayed in your Matter Documents section, and you can download a copy of your Dropbox document from Rocket Matter into the Downloads folder on your computer.  Following are instructions on how to enable the Dropbox integration in Settings:  

1.  Navigate to Settings.

1.  Navigate to Settings.

Note:  Administrative access is required to enable the Dropbox integration.  Talk to your Rocket Matter Administrator about enabling the integration if you do not have Administrative access.

2.  Click "Dropbox Credentials".

2.  Click "Dropbox Credentials".

3.  Enter your Dropbox credentials, and click "Sign In".

3.  Enter your Dropbox credentials, and click "Sign In".

4.  Click "Allow".

4.  Click "Allow".

Your Rocket Matter Integration is now complete!  Now you can map individual Dropbox directories to specificMatters.  

Also view:

How to map a Dropbox Directory to Matter Documents

 

Need more help?

Contact our Award-Winning Support Team at (888) 432-1529 or support@rocketmatter.com