PracticePanther

PracticePanther Help Center

David S

Adam Sibori

Access your files anytime, anywhere. Automate document generation with merge-fields.

Document Management & Automation

Sync your Box account with your PracticePanther.

Box.com Integration Tutorial

Sync your Dropbox account with PracticePanther.

Dropbox Integration Tutorial

Google Drive Integration Tutorial

Sync your OneDrive account with PracticePanther.

OneDrive Integration Tutorial

Document Templates Tutorial

Getting Started

Getting information from other contacts on your document templates.

Getting information from other contacts on my document template

Adding secondary contact information onto document templates.

Adding company contacts to document templates

Making the information in document templates populate capitalized.

Capitalizing document template fields

Insert today's date on a PC or Mac on your document templates.

Getting the current date on Document Templates via Word

Templates

Allows you to use your PC software to make edits to documents in your Box.

Editing documents in Box with Box Tools and Box Sync

Prevent certain contacts and matter from syncing to your Box.com or Dropbox.

Keeping contacts and matters from syncing over to Box.com or Dropbox

Allow your clients to sign document digitally through DocuSign.

Integrating DocuSign with Box

Ori T

Syncs and Integrations

How to share files with your clients using Box.

Sharing files in the client portal using Box

Frequently Asked Questions

Fixing a broken Box sync due to seperate Box accounts being synced at the same time.

Fixing the "Reconnect to Box" warning

Learn how to reconnect your Box account to PracticePanther.

Properly Re-syncing Box with PracticePanther

Box.com stopped syncing files to your desktop.

Fixing Box file sync to my desktop

Troubleshooting guide to your Dropbox Sync.

Troubleshooting Dropbox sync

Fix the Mimetype error with document templates.

Fixing the Mimetype error

Dropbox stopped syncing files to my desktop

Troubleshooting

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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