Dropbox is a file hosting service that allows you to store and share your documents easily in the cloud. Used with AdvanceCM, Dropbox can help you centralize your documents and keep them stored in Dropbox's cloud infrastructure. Highlights of the integration include:
Use Dropbox for storing files from AdvanceCM
Store attachments received via incoming email, and executed contracts.
AdvanceCM does not read from your Dropbox folder
Connecting Dropbox to AdvanceCM/Tokeet
In AdvanceCM, click on Integrations in the top navigation bar.
Locate Dropbox, click on the 3 dots, then on “CONNECT”.
Click "Allow" to allow the connection between AdvanceCM and your Dropbox account.
That's it! Your Dropbox connection is now active.
Email attachments and signed contracts will now automatically be stored in a Dropbox folder called Tokeet.