Directions for Using Dropbox
Dropbox is a cloud-based storage platform that you may have already encountered in your day-to-day life on the internet. Many businesses today, ours included, use Dropbox to securely store files and allow clients an easy way to upload necessary documents without having to provide hard copies. This usually takes the form of two possible approaches: accessing a shared folder or directly uploading documents in response to a specific file request. Hopefully, this blog can serve as a useful primer in directions for dropbox. We hope you get the most out of your use of a business’ Dropbox in an approachable way.
Accessing a Shared Folder
When it comes to using dropbox, access to specific, and limited, folders within the business’ Dropbox Account is shared directly with you. The recipient receives an email from Dropbox with a blue box to click on to finalize the access. The email itself will come from the business or individual with the label “(via Dropbox).” After following the link, Dropbox will prompt you to either sign in or, if you haven’t already, create an account. At this point, you should have access to the provided folder(s) and have your choice of methods for uploading your files. You can access the Dropbox folder through your computer’s file management system (e.g.-Finder on MacOS), through the Dropbox app, or through the Dropbox website. You can drag and drop the files, copy and paste them, or, if you are on the Dropbox website, use the Upload button in blue. If you’re using this option, you do not have to request to join the business team, you will merely be using your own Dropbox account and have access to the specific folders shared with you.
Directly Uploading Documents
Another option is for the business to send you a file request. This may be a default for some businesses, but for us, it is something you may need to ask for if the first option isn’t working for you. Alternatively, some businesses may choose to use a combination of the first for general document requests and the second on an as-needed basis for specific requests. These requests come directly to your email with the subject “Please upload files for ‘[file requested]’.” Following the blue button to upload files will take you to the Dropbox website where you can drag and drop or click “Add files” to navigate to the file on your computer. There may also be instructions from the business included.
For those of you reading this and working with one of us as your mediator, we use the first option as our default process. You will receive the invite to the shared folder at the same time you receive our welcome email. If you would prefer to use the second option, please let your mediator know to receive a personalized file request.
by: Todd Singer