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Add Files from Dropbox to SmartSuite
Add Files from Dropbox to SmartSuite

Easily add existing files from DropBox to your SmartSuite records

Peter Novosel avatar
Written by Peter Novosel
Updated over a week ago

What is Dropbox?

Dropbox is a cloud-based file storage and synchronization service that allows users to store and share files across various devices and platforms. It was founded in 2007 and is headquartered in San Francisco, California, USA. Dropbox is designed to simplify file management, collaboration, and accessibility.

Dropbox is widely used by individuals, teams, and businesses of various sizes to manage and collaborate on files. It's suitable for personal file storage, project collaboration, remote work, and content sharing. The service offers both free and premium plans with varying storage capacities and features.

How Can I Use Files From Dropbox in SmartSuite?

SmartSuite has a native integration with Dropbox that allows you to select a file from your existing Dropbox account and copy it into SmartSuite. Dropbox files are available anywhere in SmartSuite where you use the file picker control, which includes:

  • Files & Images fields. You can select files from Dropbox and attach them to a Files & Images field, just like you would when you select a file from your computer.

  • SmartDocs. You can use files from Dropbox when inserting an attachment, image or video.

  • Comments. When you add an attachment to a comment, you can select Dropbox as the source for the file(s).

  • Solution Guides. Every Solution Guide (accessed from the Solution drop-down menu) is really a SmartDoc, and as such supports file attachments, images and videos you select in Dropbox .

  • Communications Center emails. If you choose to upload a file attachment in an email in Communications Center, Dropbox is one of the options to pick files from.

Selecting any of these options will open the file picker:

Connecting to DropBox

The first step in connecting your Box account is clicking the Connect Dropbox button in the file picker control. You will be prompted to log in on Dropbox's website. Enter your email and password (or use your Google or Apple account) to proceed.

You'll be presented with a notice that SmartSuite will be granted the ability to read all of your files and folders in Dropbox. Click the Dropbox account you would like to link to continue. Note that in some circumstances you will be required to enter a code that DropBox emails to you to confirm that you want to authorize access.

At this point you will be returned to the file picker, with your Dropbox folders and files displayed. Simply select one or more to attach them to the record, comment or other SmartSuite input that supports files.

The file picker allows you to view the selected files, and the click Upload to load them into SmartSuite.

File Selector FAQ's

How do I attach a file to an email in Communications Center?

When you create a new email, click on the Attach File button. Select Upload Files and the file selector will be displayed. You can then then attach files from:

  • Your device

  • From a Link (URL)

  • Take a Phone (requires a camera on your device)

  • Box

  • Dropbox

  • Google Drive

  • OneDrive

  • OneDrive Business

Add a file attachment to an email

How do I attach a file, insert an image or display a video in SmartDoc?

Type a forward slash ( / character) at the start of a new line and start typing insert. You'll be able to:

  • Insert Image

  • Insert View

  • Insert Attachment

Selecting any of those options will open the file picker where you can insert the file, image or video from any of the sources listed above as well as:

  • Facebook

  • Instagram

  • Upsplash (a platform that offers royalty-free images)

Insert file in a SmartDoc
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