Using Dropbox as your fileserver solution will provide extra layers of transparency and security for your attachments. It is essential that you open up a separate Dropbox account to be used solely for Jobman, this will ensure that you keep other sensitive business files/records both secure and not visible for other company staff to view when Jobman file access is shared.
Jobman can integrate with your Dropbox Business account as the fileserver application with the following benefits.
Jobman can create two folders in your account that can be managed through Jobman where we suggest that a user is created for Jobman so that other personal information is not shared or accessed illegally.
Prior to connecting to your dropbox business account, make sure that you are logged in to the account that you wish to connect to online.
When purchased simply go to the Control Panel in the Admin section and you will see the box below. Follow the connection process and Jobman will add a new folder into your dropbox account which will have a Leads and Jobs folder in it. In each of these, there will be a folder called “Template to Copy”. Edit and add your file folder structure as required. This will be duplicated for each new Lead or Job that is saved. To add this functionality to existing Leads and Jobs simply edit and save and the new folder will appear.
To find out more about file folder management, click on the link below.