Wealthbox has different options for online file storage. We have a basic file storage feature (which uses Amazon EC2) called “Wealthbox Cloud“. For more robust online file storage options, we presently integrate with Box, Dropbox, and Google Drive.

When you upload a file from your computer, the file will be stored in “Wealthbox Cloud.” If you attach a file from any of the integrated file storage services, Dropbox, Box.net or Google Drive, a link to the file will be found in the “Cloud Services” tab.

Common Questions

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.