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Set up Dropbox

TidyEnterprise integrates with Dropbox for document management. This guide explains how to set up the connection.

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Step 1.

Go to Document management setup under the Company tab in Global settings.

Click Connect.

Step 2.

Sign in your Dropbox account. You’ll will be directed to your Dropbox account screen.

Step 3.

Once connected, you can edit your settings under Document management setup tab.

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