File System
Cadence IP can optionally connect to a cloud storage provider so your matter documents also live in a familiar folder structure on your desktop. This is an organisation-wide setting, and it's entirely optional — the app works fully without it.
What file sync does
When a storage provider is connected, Cadence IP automatically organises matter files into folders and pushes documents to your cloud storage as they're created. That means the files attached to your matters also appear in your normal desktop file browser, in a tidy per-matter folder structure — handy for staff who prefer to work with documents outside the app.
Note
Connecting storage
In the File Sync card, choose a provider and connect it:
- Dropbox — click to connect and sign in to authorise Cadence IP.
- Google Drive and OneDrive — shown as coming soon.
You'll be taken to the provider to sign in, then returned here with the connection active.
Once connected
After connecting Dropbox you can:
- Test the connection to confirm Cadence IP can reach your storage.
- Sync emails — toggle whether captured email is written out to the folder structure alongside documents.
- Disconnect to stop syncing and remove the link.
Desktop Folder Opener
An optional helper app lets you jump straight from a matter to its folder on your computer. Once installed, a folder icon appears on each matter page — click it to open that matter's folder in your file browser.
Synced files are organised into a tidy structure by organisation, matter type and matter number — for example Acme Corp/Patents/Matter 42. You can use automations to create subfolders within each matter folder (such as Correspondence, Invoices or Official Documents), so the structure is ready as soon as a matter is created. If a folder doesn't exist yet when you click the icon, the app creates it automatically.
Download the installer from this screen and double-click to install — no restart required.
For working with documents inside a matter, see Documents.