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Dropbox
Updated over 10 months ago

Overview

BoldTrail BackOffice allows you to zip up closed transactions and their related documents directly from your Dropbox account.

How do I connect Dropbox to my BoldTrail BackOffice account?

From the Add-ons page, select the Dropbox section, click Get started, and then Connect button.

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On the dropbox.com page, click Allow to let BoldTrail BackOffice access your Dropbox account.

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Now you're all set! Find your transactional files in the Apps > BoldTrail BackOffice folder on Dropbox. You can also stop syncing closed transactions to your Dropbox account by disabling the related toggle on the Add-ons > Dropbox page.

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