Wealthbox integrates with Dropbox, Box, and Google Drive. Users have the ability to upload files from any of these cloud services, or, if you choose to upload from your computer, the files can be stored in the Wealthbox Cloud (which uses Amazon EC2).

Uploading a file on the contact record:

 1. Go to the specific contact to which you wish to attach a file.
 2. Choose “Files” at the top of the activity stream for this contact.
 3. Click on “Attach Files” and choose your file source.