Document Management & Automation

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

17 articles in this collection
Written by Ori T, David S, PracticePanther Help Center and 3 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

Sync your Google Drive account with 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 and Automation tutorial

Creating document templates and applying it to your contacts.

Written by PracticePanther Help Center
Updated over a week ago

Templates

How do I get 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

How do I add contacts from a company on my document template?

Adding your contacts from a company on your document templates.

Written by David S
Updated over a week ago

How do I have information come out in upper case on my document templates?

Making the fields in your document templates populate capitalized.

Written by Adam Sibori
Updated over a week ago

How do I get the current date on Microsoft Word templates?

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

How do I edit 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 Benjamin Garcia
Updated over a week ago

How do I keep some contacts and matters from syncing 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

What do I need to know about the DocuSign Integration for Box?

Allow your clients to sign document digitally through DocuSign.

Written by PracticePanther Help Center
Updated over a week ago

Frequently Asked Questions

How do I share 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

How do I fix 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

How to Properly Re-sync Box

Learn how to reconnect your Box account to PracticePanther.

Written by David
Updated over a week ago

Box.com stopped syncing files 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