Dropbox Sync

You can keep your agency files centralized without manual data entry. Conboarding integrates directly with Dropbox to handle client submissions.

Every file uploaded through the client portal gets synced to a designated Dropbox folder automatically. Your team stays organized without any extra effort.

Connecting Your Dropbox Account

1. Navigate to the Integrations tab in your dashboard.
2. Find the Dropbox integration card.
3. Click the connect button to initiate the setup.
4. Log into your Dropbox account through the secure prompt.
5. Authorize Conboarding to access and create files in your account.

[IMAGE_PLACEHOLDER: The integrations dashboard showing the Dropbox connection card and its status]

Setting the Sync Path

1. Open a client project in your dashboard.
2. Navigate to the project settings area.
3. Find the storage integration configuration.
4. Select your authorized Dropbox account.
5. Enter the exact folder path where you want the files to appear.

[IMAGE_PLACEHOLDER: Project settings panel highlighting the input field for the Dropbox folder path]