Upload statements from Dropbox, Google Drive or Box
Pick PDFs straight from Dropbox, Google Drive or Box when you add statements.
If your client's statements are in Dropbox, Google Drive or Box, you can now add them to CounselPro straight from there, without downloading them to your computer first.
Where to find the Dropbox, Google Drive and Box buttons
Every screen where you upload PDFs, including a new project, now shows three buttons under the drop zone: Upload from Dropbox, Upload from Google Drive and Upload from Box. Click one, sign in to that service, and pick the files.
Dropbox: the Dropbox file chooser opens. You can pick several PDFs at once.
Google Drive: the Google file picker opens with My Drive, Shared with me and Shared drives. You can open folders and pick several PDFs at once.
Box: a CounselPro window opens with your Box folders. Tick the PDFs you want and click the Add button (it shows how many you picked, like Add 2 files).
What happens to the files you pick
The files join the list under the drop zone, the same as files you drag in, and you click the Upload button (like Upload 3 files) to send them. They go through the same checks: only PDFs, up to 100 MB each, and the same page limit. A file over 100 MB shows in the list as too large.
If a file cannot be brought in, CounselPro names it and the rest still come through. Some firms block outside apps in Google Workspace, Box or Dropbox. If yours does, download the file and drop it in instead.