Introduction

Discover the newfound freedom of accessing your Dropbox files directly from within the Focal Suite interface. No longer will you need to switch between applications or deal with the hassle of downloads. With this seamless integration, your Dropbox documents, files, and folders are right at your fingertips, making them effortlessly accessible within the Focal Suite platform. Edit and view a wide variety of file types, from Word documents to Excel spreadsheets, images, and text files, all without the need to save files locally.

Our Settings Page for Dropbox Integration simplifies the setup process—just save your Dropbox credentials, enable desired submodules, and you’re ready to go. Say goodbye to the inconvenience of app switching and time-consuming downloads—now you can edit and view your files with ease right within the Focal Suite interface.

Focal Suite takes your Dropbox experience to the next level with stunning visual grids, organized lists, and the ability to link Dropbox folders to submodules, enhancing collaboration and organization. Elevate your workflow with seamless access, effortless editing, and precision-driven integration—all within the intuitive Focal Suite platform. Experience a new era of file management and collaboration today!

Add-on Purchase Steps

  1. Navigate to the “Subscription Plan” page and select the relevant “Usage Plan.”
  2. Locate the Dropbox Add-On and complete the purchase process.

How to Use the Dropbox Add-On

  1. Access System Settings:
    • Go to the settings page and click on “System Settings.”
  2. Configure Dropbox Integration:
    • Find the Dropbox add-on within the system settings.
    • Enter the Client ID and Client Secret Key. For instructions on generating these keys, visit Dropbox Developers.
  1. Enable Submodules:
    • After configuring the credentials, you can enable or disable Dropbox integration for various modules, including:
      • Accounting:
        • Customer
        • Vendor
        • Accounts
        • Revenue
        • Bill
        • Transaction
      • General:
        • Invoice
        • Proposal
      • Contract:
        • Contracts
      • HRM:
        • Employee
        • Payslip
        • Event
        • Leave
        • Document
      • CRM:
        • Lead
        • Deal
      • POS:
        • Warehouse
        • Purchase
        • POS Order
      • Product and Service:
        • Products
      • Recruitment:
        • Jobs
        • Job Application
        • Interview Schedule
      • Retainer:
        • Retainers
      • Sales:
        • Account
        • Opportunities
        • Sales Invoice
        • Cases
        • Sales Document
        • Meeting
      • Support Ticket:
        • Tickets
        • Knowledge
      • Projects:
        • Project
        • Task
        • Bug
      • AI Document:
        • Documents
      • Notes:
        • Notes
      • Assets:
        • Assets

By following these steps, you can effectively integrate and utilize the Dropbox add-on with Focal Suite, streamlining your file management and enhancing collaboration.