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).

See also:

• Files How-to videos
• What are the different file storage options and integrations available in Wealthbox?

To upload a file into Wealthbox:

1. Navigate to the files page from the left-side panel.

2. Click on “Attach File.”

3. Choose the source/service of where you would like to upload. (If you choose an integrated service, you will be asked for your login credentials).

4. Click “Choose File” or “Upload from My Computer” and drag any files into the window to upload.

5. Click “Save File.”
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To upload files and link to a contact record:

See: How do I upload a file for a Contact?

Common File questions

Q: Can I bulk download all files and or attachments in my workspace?
A: At this time, Wealthbox does not support a bulk export feature for files or task attachments. Files and attachments need to be downloaded individually from their associated records (e.g., tasks, notes, or contact records).

Q: How can I add a client folder from any cloud storage? 
A: While Wealthbox does not directly integrate with Sharefile, Sharepoint or OneDrive, we recommend utilizing the "Website" field on contact records to include a link(URL) to the contact's file folder.
See: How to Add a Client Folder from Any Cloud Storage Solution

Q: Does the "Files" area display attachments from other areas, like tasks and workflows?
A: No. Only files uploaded to the files area will display. Attachments added to tasks and workflow steps are only accessible from the specific task or workflow step.