Dropbox

Dropbox is a free file hosting service that syncs and backs up your files in the cloud. You can link Dropbox files to your notes and deals in OnePageCRM. 

In this Article:
How to access Dropbox integration
How to attach a file from Dropbox
How to remove a Dropbox file

How to access Dropbox integration

1
Go to your User Profile / Initials (in the top right hand corner) → Select  Apps and Integrations.  
2
Under Utilities select Dropbox.
Note: This integration is pre-installed on your OnePageCRM account. 

How to attach a file to Add Note, Add Call or Add deal from Dropbox

1

Click on the Add Note, Add Call or Add Deal button and complete the required fields.

2

Attach your file by clicking on the Dropbox icon.

3

In the Dropbox popup, select a file or multiple files. Note: Sign in to your Dropbox account, if you are not already logged in.

4

Click Choose to attach the file. 

5

Click save to add a file to your notes/deals. 

How to remove a Dropbox file from Add Note, Add Call or Add Deal 

1

In the Add Note, Add Call or Add Deal form, click on the 'x' symbol to the right of the attached file.

2

Click Save to submit the changes.