Document Tab Differences

The Documents tab provides access to all of the files associated with each case. Each case automatically has the Documents tab enabled for embedding files directly into the case. Additionally, you may choose to activate (firmwide) either an interface with Dropbox or OneDrive from Account Settings.

Here are the differences between the three ways this area can be used:

Feature	CASEpeer	DropBox Personal	OneDrive Personal & Business
Where Documents are saved	Embedded in the case, viewed from the case (PDF preview)	Saved in Dropbox but accessible from the case	Saved in OneDrive and accessible from the case
Edit	Yes - download FileSync	Yes -from DB browser Word feature	Yes - from browser Word or local users’ Word
Automatically saves merged templates	Yes - Generated Documents Tab	No	Yes - to the root of the client folder
Subfolders for each client	Yes - automate with folder templates	Yes - must be created per case & folder	Yes - must be created per case & folder
Search the main list for file/folder names	Yes	Yes	Yes
Search all client subfolders for files	Yes	No	No
Drag and drop files to subfolders	Use multi-select to move	Only from the Dropbox side	Only from the OneDrive side
Assign CP Categories per document	Yes	No	Yes
Assign Tab Access per document	Yes	No	No
Assign Reviewers	Yes	No	Yes
Saves From Mail Center Review	Yes	No	Yes
Posts attachments from BCC feature	Yes	No	Yes
Share documents	Yes - individual documents can be shared	Yes - from Dropbox	Yes - from OneDrive
Client Portal	Yes	No	No
Records on Time	Yes	Yes	Yes
Intake Portal	Yes	No	Yes
MoveDocs	Yes	No	Yes

Generate Template Documents or Letters in a Case

Where do Records on Time Documents Save?

OneDrive Integration FAQs

Upload Documents to OneDrive

Upload Documents with the Dropbox Integration