Document Management & Automation

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

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