Dropbox is a company-level integration. All team members share the same storage connection, so every file uploaded by any client is stored in the connected Dropbox account.
Connecting...
Tags:
storage
Dropbox Integration
Store client files securely in your Dropbox account. When clients upload documents through a folio, FolioReady automatically saves them to your Dropbox in an organized folder structure.
Why Connect Dropbox?
Stop downloading files manually
Without a storage integration, every client upload sits inside FolioReady waiting for you to download it. With Dropbox connected, files land in your account automatically the moment a client submits them — no extra steps.
Files organized by client, every time
FolioReady creates a folder for each client and stores their documents inside it. You always know where to find a client's files without digging through downloads or email attachments.
Your files stay yours
Files are stored in your own Dropbox account. You own them, you control access, and they stay put even if you stop using FolioReady. Nothing is locked inside a third-party system.
Your team already uses Dropbox
No new tools to learn. Files show up in the same Dropbox your team already uses for sharing and collaboration. Use your existing shared folders, permissions, and workflows as-is.
Prerequisites
- A Dropbox account
- An active FolioReady account
Connecting Your Account
Dropbox is a managed integration — connecting requires a one-time approval from FolioReady support before you can authorize your account.
Step 1: Request Access
Navigate to Settings > Integrations and find the Dropbox card. Click Connect to open the access request dialog.
A confirmation dialog asks you to submit an access request. Click Confirm to send the request to the FolioReady support team. You will receive an email when your account has been approved.
While your request is being reviewed, the button changes to Access Requested.
Step 2: Authorize Access
Once your request is approved, return to Settings > Integrations. The Dropbox card now shows a green Connect button. Click it to start the authorization flow.
You are redirected to Dropbox where you sign in and grant FolioReady access to your account.
Step 3: Confirm Connection
After granting access you are redirected back to FolioReady. The integration status changes to Available and your Dropbox account details are displayed.
Company-wide connection
How It Works
Once connected, file storage is fully automatic:
Client FolioReady Dropbox
│ │ │
│ Upload files via │ │
│ folio link │ │
├────────────────────────►│ │
│ │ │
│ │ Upload files to │
│ │ /email/filename │
│ ├──────────────────────►│
│ │ │
│ │ ✓ Stored │
│ │◄──────────────────────┤
│ │ │
│ Folio updated │ │
│◄────────────────────────┤ │
│ │ │When a client uploads files through a folio, FolioReady saves them to your Dropbox in the background.
Files are organized by client email address and timestamped to avoid naming conflicts:
client-email@example.com/
document-2026-03-09.pdf
photo-2026-03-09.jpgFolioReady automatically manages your connection behind the scenes. Access tokens are refreshed before they expire, so you do not need to reconnect under normal circumstances.
You can check the status of recent file uploads on the integration detail page under the Events section.
Disconnecting
To remove the integration, open the Dropbox integration page and click Delete Connection. A confirmation dialog appears — click Delete to confirm.
What happens when you disconnect
Your Dropbox tokens are removed from FolioReady. New file uploads will no longer be stored in Dropbox. Files already uploaded to your Dropbox are not deleted — they remain in your Dropbox account.
Troubleshooting
Connection Shows as Failed
If your connection status turns red, it means FolioReady could not refresh your access token after several attempts. This can happen if you revoke access from your Dropbox account settings or if your Dropbox password changes.
Click Reconnect on the integration page to re-authorize.
File Uploads Not Appearing in Dropbox
Check the Events section on the integration page. If events show a failed status, the connection may need to be refreshed. Try clicking Reconnect to re-authorize your account.
Dropbox Storage Full
If your Dropbox storage quota is full, file uploads will fail. Free up space in your Dropbox or upgrade your storage plan, then FolioReady will resume uploading automatically.
Related
- Google Drive Integration — Automatically store client files in your Google Drive