Note: Your PractiFI System Administrator will need to install and enable this integration before you can use it.
To see a client's Dropbox files in PractiFI:
- Navigate to a client (household).
- Click on the Interactions tab
- Click on the Dropbox sub tab and use Dropbox as you usually would (for further assistance with using Dropbox, visit their website).
Note: If it’s the first time you are viewing this client's Dropbox tab, you will be prompted to log in with your Dropbox user credentials.