Overview

The Wealthbox and Dropbox integration allows users to seamlessly store, organize, and access important client documents within Wealthbox. With this integration, advisors can easily manage files related to client accounts, securely share information, and streamline workflows by linking Dropbox folders directly to Wealthbox contacts and projects.

Wealthbox offers multiple options for online file storage. In addition to our built-in Wealthbox Cloud storage, which utilizes Amazon EC2, we also integrate with Box, Dropbox, and Google Drive for more advanced storage solutions.

Key Features

• Link Dropbox folders to Wealthbox contacts and projects for easy access to client-related files.
• Securely store and manage important documents within Dropbox while keeping them accessible in Wealthbox.
• Easily navigate to linked Dropbox folders from Wealthbox to review and update files as needed.
• Streamline document management workflows by integrating Wealthbox CRM with Dropbox’s file storage capabilities.
• Enhance team collaboration by ensuring all client documents are stored in a centralized, secure location.

How to Upload from Dropbox

Option 1: From the Files Tab

1. Log into Wealthbox and navigate to the "Files" tab in the left-hand menu.
2. Click on the "Attach File" dropdown and select "Attach from Dropbox."
3. A prompt will appear asking you to log into your Dropbox account. Enter your Dropbox credentials and authorize the connection. You will only need to do this once. 
4. Once logged in, browse your Dropbox files and select the documents you want to upload to Wealthbox.
5. Upload the selected documents directly into Wealthbox, ensuring they are organized for easy access and future reference.

Option 2: From a Specific Contact Record

1. Navigate to a contact record in Wealthbox where you want to link Dropbox documents.
2. Navigate to the "Files" tab within the contact record.
3. Click on the "Attach File" dropdown and select "Attach from Dropbox."
4. Log into your Dropbox account when prompted and authorize the connection, you will only need to do this once. 
5. Browse your Dropbox files and select the documents you wish to upload.
6. Upload the documents to the contact record in Wealthbox.

How Does the Wealthbox and Dropbox Integration Work?

Users can manually link Dropbox folders to specific contacts or projects in Wealthbox. Once linked, they can easily navigate to the Dropbox folders from within Wealthbox to access and manage documents. The integration does not automatically sync files, meaning users must update and manage files directly in Dropbox. All document access permissions are controlled within Dropbox, ensuring that security and access rights are maintained according to the user’s settings.

Troubleshooting & FAQs

Can I upload files to Dropbox from Wealthbox?

• No, files must be uploaded directly to Dropbox. Wealthbox provides access to linked folders but does not support file uploads.

Are my Dropbox files automatically synced with Wealthbox?

• No, the integration provides quick access to Dropbox folders but does not sync files between platforms.