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WebDAV

Why this matters

WebDAV lets you mount the ImmCase file tree as a network drive on your computer — as if it were just another folder in your Explorer (Windows) or Finder (Mac). From there you edit with your desktop apps (Word, Acrobat, Photoshop) directly on the applicant's files, without downloading and re-uploading.

Useful for those who prefer local tools over browser ones, or need to process many files at once (mass rename, copy entire packages).

When WebDAV vs. the web file manager

Case Recommendation
Quick .docx edit OnlyOffice (in browser)
Edit PDF with Adobe Acrobat installed WebDAV
Process 50 files at once (rename, copy) WebDAV
Working from phone or tablet Web manager (not WebDAV)
Access from a borrowed computer Web manager

How to set up

Your administrator gives you:

  • WebDAV URL — something like https://<your-practice>.immcase.ca/webdav/.
  • Username — usually your ImmCase email.
  • App password — different from your sign-in password, for security. You generate it under Settings → My account → App passwords.

On Windows

  1. File Explorer → This PC → Map network drive.
  2. Pick a letter (for example Z:).
  3. In "Folder", paste the WebDAV URL.
  4. Check Connect using different credentials.
  5. Finish, then enter username and app password.

Z:\ appears with the ImmCase tree.

On Mac

  1. Finder → Go → Connect to Server (Cmd + K).
  2. Paste the WebDAV URL.
  3. Connect → enter username and password.

Appears in the Finder sidebar.

On Linux

Depends on the environment (GNOME, KDE, etc.). Generically:

  • GNOME Files: Cmd + L → davs://<your-practice>.immcase.ca/webdav/.
  • KDE Dolphin: address bar → same URL.

Screenshot: ImmCase folder tree mounted as Z: drive in Windows

Edit files

Once mounted, files look like normal folders. Double-click opens with the default app:

  • .docx → Word.
  • .pdf → Acrobat or your PDF viewer.
  • .xlsx → Excel.

When you save, changes automatically upload to the ImmCase server. Other CRM users see the updated file in the web manager.

Synchronization

WebDAV doesn't sync like Dropbox — files live on the server, they don't copy to your disk. If you lose Internet, you have no access to the files. This is by design: it ensures you're always working on the server's current version, not on an outdated local copy.

If you need to work offline, download the specific files you'll use and re-upload manually when you're back.

Watch out for

  • Don't edit the same file from WebDAV and OnlyOffice at the same time. Guaranteed conflict. Pick one or the other.
  • App passwords are specific. If you lose one, you can't recover it — generate a new one and revoke the old. That disconnects WebDAV on every device where you'd used it.
  • WebDAV can be slow with large files. Uploading a 100 MB PDF takes time. Be patient.
  • If the URL changes (server move, subdomain change), your WebDAV stops working. Your administrator will warn you to reconnect.

Where to next

  • PDF templates — generate PDFs from templates (not done with WebDAV).
  • eForms — official IMM forms.