Learn more here about the Dropbox integration.
Get there
- Go to the Control menu, located in the upper right corner of the screen
- Click Holded Store
- Select Dropbox from the list
Activating the integration
- Click on the Activate button
- Select Connect your account
- Enter your Dropbox credentials to log in
- Grant the necessary permissions
Exporting sales documents to Dropbox
- From your list of invoices (or quotes or proformas) select one or more documents
- A horizontal bar will appear at the bottom of your screen
- Select the Dropbox option
- Type in the path of the destination folder of your documents
- Click on Send
- In the warning message, click Yes to confirm
To access the configuration options of the Dropbox integration, go to: Settings > Integrations > Dropbox.