Rocket Matter Knowledge Base DocumentsHow to set up and use the 2-way Dropbox Document Integration.

How to set up and use the 2-way Dropbox Document Integration.

You can integrate your personal Dropbox (feature not available for business version) account with Rocket Matter. This is a two way integration. Once integrated, any items uploaded to Dropbox within a mapped file or folder will automatically be uploaded to Rocket Matter and vice versa.

1. Click on 'Settings' from the left-hand navigation panel.

2. Under the 'Documents' section, select 'Document Integration Settings'.

3. Click on 'Configure Dropbox Credentials'.

5. Click on 'Allow' to grant permission.

6. Once permission is granted, you will be kicked back to the settings page.

7. Navigate to the matter you wish to Integrate with Dropbox.

8. Click on 'Matter Documents' from the left-hand navigation panel.

9. Click on 'Change Directory' to customize your mapping.

10. Select the folder you desire to integrate. Then click 'Use Selected Folder'.

11. This will bring your documents into Rocket Matter.

Note: The folder name is displayed on the top left-hand side of the screen.

12.You may add files or folders by clicking on the page icon or folder icon in the top right-hand side of the screen.

13. To move files or folders, toggle desired item and click 'Move Selected'.

14. Select the new location and click on 'Move'.