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Online help
DB Plugin for Act! (Dropbox)

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Uploading a document

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Converting an attached document

Managing your uploaded documents

What you see under the Documents tab are the properties of the shortcut the Dropbox plugin for Act! has created once your document was uploaded successfully to Dropbox.

To see the properties of the actual document on Dropbox, right-click the item and choose Remote File Properties....

You can copy the link to the file by clicking the Copy Link button.

Moving the file to a different Dropbox folder

This cannot be done using the plugin but rather in the Dropbox interface. If you move the file to a different folder, unfortunately the shortcut file created by the plugin will become invalid.

Deleting the file

If you delete the file directly in the Dropbox interface, neither the plugin nor Act! will know. The shortcut will remain attached to the record and if you click it, you will get the usual Dropbox "no file found" page.

Therefore if you want to delete the file, the best way to do it is from within Act!. Right-click the document and choose Remove document. You'll then be first prompted to confirm that you really want to delete the document. This applies to the shortcut attached to the record. If you confirm the deletion, you'll then be prompted to confirm that you want to delete the document in Dropbox. You have the choice. If you click Yes, the Dropbox document will be deleted. If you click No, it won't. The shortcut will be removed from the current record documents tab but the file will still be in Dropbox.

IMPORTANT NOTE: you'll only get the double prompt, hence the ability to delete the file in Dropbox, if you select one shortcut at a time. Visually you'll be able to tell if you'll get the double prompt by looking at the remove menu item: if it has the Dropbox logo, you'll get the double prompt.

PREVIOUS TOPIC
Uploading a document

NEXT TOPIC
Converting an attached document

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