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Document Management & Automation
Document Management & Automation
Access your files anytime, anywhere. Automate document generation with merge-fields.
+2
18 articles in this collection
Written by
Ori T,
David S,
PracticePanther Help Center
and 2 others
Getting Started
Box.com Integration Tutorial
Sync your Box account with your PracticePanther.
Written by
PracticePanther Help Center
Updated over a week ago
Dropbox Integration Tutorial
Sync your Dropbox account with PracticePanther.
Written by
PracticePanther Help Center
Updated over a week ago
Google Drive Integration Tutorial
Syncing Google Drive PracticePanther.
Written by
David S
Updated over a week ago
OneDrive Integration Tutorial
Sync your OneDrive account with PracticePanther.
Written by
David S
Updated over a week ago
Document Templates Tutorial
Creating and using document templates.
Written by
PracticePanther Help Center
Updated over a week ago
Templates
Getting information from other contacts on my document template
Getting information from other contacts on your document templates.
Written by
PracticePanther Help Center
Updated over a week ago
Adding company contacts to document templates
Adding secondary contact information onto document templates.
Written by
David S
Updated over a week ago
Capitalizing document template fields
Making the information in document templates populate capitalized.
Written by
Adam Sibori
Updated over a week ago
Getting the current date on Document Templates via Word
Insert today's date on a PC or Mac on your document templates.
Written by
David S
Updated over a week ago
Syncs and Integrations
Editing documents in Box with Box Tools and Box Sync
Allows you to use your PC software to make edits to documents in your Box.
Written by
PracticePanther Help Center
Updated over a week ago
Keeping contacts and matters from syncing over to Box.com or Dropbox
Prevent certain contacts and matter from syncing to your Box.com or Dropbox.
Written by
Ori T
Updated over a week ago
Integrating DocuSign with Box
Allow your clients to sign document digitally through DocuSign.
Written by
PracticePanther Help Center
Updated over a week ago
Frequently Asked Questions
Sharing files in the client portal using Box
How to share files with your clients using Box.
Written by
Adam Sibori
Updated over a week ago
Troubleshooting
Fixing the "Reconnect to Box" warning
Fixing a broken Box sync due to seperate Box accounts being synced at the same time.
Written by
Adam Sibori
Updated over a week ago
Properly Re-syncing Box with PracticePanther
Learn how to reconnect your Box account to PracticePanther.
Written by
David
Updated over a week ago
Fixing Box file sync to my desktop
Box.com stopped syncing files to your desktop.
Written by
PracticePanther Help Center
Updated over a week ago
Troubleshooting Dropbox sync
Troubleshooting guide to your Dropbox Sync.
Written by
PracticePanther Help Center
Updated over a week ago
Fixing the Mimetype error
Fix the Mimetype error with document templates.
Written by
Adam Sibori
Updated over a week ago