**Note: This content is intended for system administrators and is technical in nature**
The Dropbox integration allows you to synchronise and access your Dropbox documents within a client record in Practifi. You must have a Dropbox subscription to use this integration.
You will need Practifi System Administrator permissions to install and enable the Dropbox integration:
Follow the Dropbox for Salesforce Admin Setup Guide, specifically:
Complete Step 1 to install the Dropbox for Salesforce app.
SKIP Step 2. Instead, to enable the integration in Practifi:
- Go to Settings (top right menu).
- Select Config Settings (represented by ).
- Click the edit icon.
- Under the Integrations section, tick the ‘Enable Dropbox’ checkbox.
- Click Save.
Follow Step 3 to connect Dropbox to Salesforce. Note: You'll do this from Salesforce Setup -> Dropbox Options.
Follow Step 4 to set up a Salesforce Documents folder.
Finally, Step 5 takes you through granting access to your user profiles.
You are now set up with Dropbox, so files and folders should sync between Practifi and Dropbox.
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