Dropbox Integration in Dash SaaS

Introduction

Discover the newfound freedom of accessing your Dropbox files directly from within the Workdo-dash interface. No longer will you need to switch between applications or deal with the hassle of downloads. With this seamless integration, your Dropbox documents, files, and folders are right at your fingertips, making them effortlessly accessible within the Workdo-dash platform. Edit and view a wide variety of file types, from Word documents to Excel spreadsheets, images, and text files, all without the need to save files locally.

Our Settings Page for Dropbox Integration simplifies the setup process – just save your Dropbox credentials, enable desired submodules, and you’re ready to go. Say goodbye to the inconvenience of app switching and time-consuming downloads – now you can edit and view your files with ease right within the Workdo-dash interface.

Workdo-dash takes your Dropbox experience to the next level with stunning visual grids, organized lists, and the ability to link Dropbox folders to submodules, enhancing collaboration and organization. Elevate your workflow with seamless access, effortless editing, and precision-driven integration – all within the intuitive Workdo-dash platform. Experience a new era of file management and collaboration today!

Workflow

Installation

Step 1: Super Admin Access:

• Make sure your super admin has access to your system before you do anything else.



• Go to the “add-on manager” area of the super admin dashboard.
• To start the setup procedure, click the “+” (Module Setup) button.



• You will be asked to upload the ZIP file for the “Google Drive Add-On.”



• Don’t forget to enable the module after the setup is complete so that other people can buy it.

Step 2: Company Settings Steps:

• Once the super admin enables the DropBox Add-On, company admins can proceed to purchase it and gain access.
• Start by heading to the “subscription plan” page and select the relevant “usage plan.”



• Locate the DropBox Add-On and complete the purchase process.

Step 3: How to use the Dropbox Add-on?

• Go to the settings page and click on “system settings.”



• Within the system settings, find the DropBox add-on.
• After you find the DropBox Add-on, you have to enter the Client ID, and the Client Secret Key.



• To learn how to generate the keys you can follow this link: https://www.dropbox.com/developers
• After you complete this process, you will get a chance to enable or disable this setting for various modules. The list of modules is as follows.

1. Accounting

• Customer
• Vendor
• Accounts
• Revenue
• Bill
• Transaction

2. General

• Invoice
• Proposal

3. Contract

• Contracts

4. HRM

• Employee
• Payslip
• Event
• Leave
• Document

5. CRM

• Lead
• Deal

6. POS

• Warehouse
• Purchase
• POS Order

7. Product and Service

• Products

8. Recruitment

• Jobs
• Job Application
• Interview Schedule

9.Retainer

• Retainers

10. Sales

• Account
• Opportunities
• Sales Invoice
• Cases
• Sales Document
• Meeting

11. Support Ticket

• Tickets
• Knowledge

12. Projects

• Project
• Task
• Bug

13. AI Document

• Documents

14. Notes

• Notes

15. Assets

• Assets