Document Management - Dropbox Integration

This article explains how to integrate your Dropbox account with Cornerstone and link documents directly to your customers' accounts. It covers installing Dropbox for Desktop, mapping a network drive, and attaching or viewing documents using either the FTP or MAPPING method.

Installing Dropbox for Desktop

Step 1: Download and Install

1. Using your browser, navigate to https://www.dropbox.com/desktop
2. Download the Dropbox for Desktop application.
3. Install Dropbox and sign into your Dropbox account.
4. Dropbox will set up a new folder on your computer.

Step 2: Get the Network Path

1. Right-click on the Dropbox folder, then left-click Properties.
2. Click the Sharing tab.
3. Highlight the network path.
   \\OFFICE-PC-11\Users\username\Dropbox
4. Press CTRL+C to copy the path.

Step 3: Map a Network Drive

You need to map a network drive to your Dropbox folder. Follow the instructions for your version of Windows below.

For Windows 11

1. Go to File Explorer (Yellow Folder) or This PC.
2. Right-click on This PC.
3. Left-click Show More Options.
4. On the new menu window, click Map Network Drive.
5. With the Map Network Drive window open:
   • Select the drive letter you would like to use from the Drive: drop-down box (Example: R:).
   • In the Folder box, enter the path copied in Step 2.
     \\OFFICE-PC-11\Users\yourusername\Dropbox
   • Put a check in: Reconnect at sign-in.
6. Click Finish.

For Windows 10

1. Go to File Explorer (Yellow Folder) or This PC.
2. Right-click on This PC.
3. Left-click Map Network Drive.
4. With the Map Network Drive window open:
   • Select the drive letter you would like to use from the Drive: drop-down box (Example: R:).
   • In the Folder box, enter the path copied in Step 2 or press CTRL+V to paste.
     \\OFFICE-PC-11\Users\yourusername\Dropbox
   • Put a check in: Reconnect at sign-in.
5. Click Finish.

Linking Documents to Customer Accounts

Step 1: Open Customer Account

1. Click Customers.
2. Highlight the account you would like to link a document to.
3. Click Change or double-left-click the customer account.
4. With the customer account open, click Documents.

Step 2: Insert Document

From the document window, click Insert.

Depending on how your company is set up to link documents to Cornerstone, you will see one of the following methods:

For FTP Users

Attaching Documents

1. At the confirmation prompt, click Yes.
2. The file explorer window will open.
3. Navigate to the drive that was set up for Dropbox (Example: R:\ drive).
4. Double-left-click to open the drive folder, or highlight the drive and click Open.
5. The window explorer window will show the contents of your Dropbox drive.
6. Navigate to the document you wish to attach to the customer.
7. To attach multiple documents: Hold CTRL and left-click on each file.
8. With all the files highlighted, click Open to attach.
9. You will receive a notification showing how many files were attached.
10. Click OK to continue.

Viewing Documents

The customer account number is appended to the File Description and File Name.

To edit the Description:

1. Highlight the document in the list.
2. Click Change.

To view the document:

1. Highlight it.
2. Click View.

To view a document before importing:

1. Click View Remote.
2. Navigate to your drive letter for Dropbox (Example: R:\ drive).
3. Navigate to your document.
4. Click Open.
5. Your document will be displayed in the Viewer.

For MAPPING Users

Attaching Documents

1. Click the upload file icon.
2. The file explorer window will open.
3. Navigate to the drive letter that you have set up for Dropbox (Example: R:\ drive).
4. Double-left-click to open the drive folder, or highlight the drive letter and click Open.
5. The file explorer window will show the contents of your Dropbox drive.
6. Navigate to the document you wish to attach to the customer.
7. Highlight the file and click Open to attach.

8. The file has now been imported.
9. Click OK to complete the import.

Viewing Documents

To view the document:

1. Highlight it in the document list.
2. Click View.
3. Your document will be displayed in the Viewer.

To view a document before importing:

1. Click View Remote.
2. Navigate to the drive letter for your Dropbox drive (Example: R:\ drive).
3. Navigate to the file.
4. Highlight the file and click Open.
5. Your document will be displayed in the Viewer.

Additional Resources

For more information, see the Tip Sheet – New Document Management Features.

Need Additional Help?

Our Customer Success team is here to assist you.

Phone: 847-405-9517 x1
Email: customer.success@alarmbills.com

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