Linking to files in Dropbox

Dropbox files can be linked directly to your Insightly records from the Files subtab in contacts, organizations, opportunities, and projects. Click the icon when you want to log in to Dropbox and add links to those files.

Dropbox icon

Since your Dropbox files are not copied or moved to Insightly, access to them will be determined by your Dropbox permissions settings for each item. If you haven't granted an Insightly user permission to view the file in Dropbox, they will not be able to open the file from Insightly.

Logging in to Dropbox from Insightly

The first time you click the icon, you will be prompted to log in to Dropbox. Once you've entered your credentials or if you are already logged in to Dropbox on another tab you will be connected to your account.

Dropbox login

You can log out at any time by clicking your username and Sign Out from the Dropbox Chooser window.

Dropbox sign out

Linking to Dropbox files

To link to a file stored in Dropbox:

  1. Open a record and select the Files subtab.
  2. Click the Dropbox icon to open the Dropbox Chooser.

    Dropbox icon

  3. If you have many files, you may need to search for them. Click the magnifying glass to open the Dropbox search and type the name of the file you would like to link or a folder you would like to open.

    Dropbox search icon

  4. (Bonus step!) You can also click the + icon to upload files to Dropbox and link them to Insightly in without leaving the page!

    Dropbox add icon

  5. Click the files you would like to link to Insightly. A checkmark will appear next to selected items.

    Dropbox select files

  6. Click the Choose button to add the link.

    Dropbox choose files

  7. The files will now appear as links in the Insightly record!

    Dropbox linked files

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