Skip to main content
Dropbox integration connects your Dropbox storage to Slant, enabling access to client documents directly from their records.

​
Prerequisites

Before connecting Dropbox:
  • Dropbox account (Basic, Plus, Professional, or Business)
  • Slant account with integration permissions
  • Decision on folder organization structure

​
Connect Dropbox

1

Go to integrations

Navigate to Settings → Integrations.
2

Find Dropbox

Locate Dropbox in available integrations.
3

Click Connect

Click the Connect button.
4

Sign in to Dropbox

Sign in to your Dropbox account.
5

Grant permissions

Allow Slant to access your Dropbox:
  • View files and folders
  • Create and manage folders
  • Upload files
6

Complete setup

Configure your preferences.

​
Configure folder structure

​
Set root folder

Choose where client folders should live:
1

Open Dropbox settings

Go to Settings → Integrations → Dropbox.
2

Set root folder

Click Choose root folder.
3

Browse Dropbox

Navigate to your desired location.
4

Confirm

Client folders will be created here.

​
Automatic folders

Enable automatic folder creation:
1

Open Dropbox settings

Go to Dropbox integration settings.
2

Enable auto-creation

Toggle on Create folders for new clients.
3

Define structure

Set default subfolders for new clients.
4

Save

New clients get folders automatically.
Connect folders you already have:
1

Open client record

Navigate to the client.
2

Go to Documents

Click Documents tab.
3

Click Link folder

Click Link existing folder.
4

Select folder

Browse to their folder in Dropbox.
5

Confirm

Folder is linked to this client.

​
Working with documents

​
View documents

1

Open client

Navigate to the client record.
2

Click Documents

Click the Documents tab.
3

Browse files

See files in their Dropbox folder.

​
Open files

Click a file to open it:
  • PDFs open in Dropbox preview
  • Office files open in Dropbox or download
  • Other files download to your computer

​
Upload files

1

Click Upload

In Documents tab, click Upload.
2

Select files

Choose files from your computer.
3

Upload completes

Files appear in Dropbox.
Drag and drop: Drag files directly into the Documents area.

​
Download files

1

Find the file

Locate the document.
2

Click Download

Click the download icon.
3

File downloads

File saves to your computer.

​
Delete files

Deleted files go to Dropbox trash and can be recovered for 30-180 days depending on your plan.
1

Select file

Click the file to delete.
2

Click Delete

Click delete icon.
3

Confirm

File moves to Dropbox trash.

​
Sharing documents

1

Find document

Locate the file to share.
2

Click Share

Click the share icon.
3

Get link

Click Create link or Copy link.
4

Set access

Choose who can access:
  • Anyone with link
  • Team members only
  • Specific people
5

Share

Send the link to recipients.
PermissionAllows
View onlyRecipients can view, not edit
EditRecipients can modify the file
Password protectedRequires password to access
ExpiringLink stops working after date

​
Request files from clients

Use Dropbox file requests:
1

Create file request

In Dropbox, create a file request.
2

Set destination

Point it to the client’s folder.
3

Send link

Share the request link with your client.
4

Files arrive

Uploaded files appear in Slant.

​
Dropbox Business features

​
Team folders

If using Dropbox Business:
  • Connect team folders for shared access
  • All team members see the same files
  • Centralized management

​
Admin controls

Business admins can:
  • Control which integrations are allowed
  • Set sharing policies
  • Monitor connected apps

​
Paper documents

Dropbox Paper documents:
  • Appear in the file list
  • Open in Dropbox Paper
  • Can be shared like regular files

​
Team access

​
Personal accounts

Each person connects their own Dropbox:
  • They see files they have access to
  • Personal files remain private
  • Shared folders are visible to all with permission

​
Shared team folders

For team collaboration:
  1. Create a shared folder in Dropbox
  2. Add team members
  3. Connect Slant to the shared folder
  4. Everyone sees client documents

​
Dropbox Business

With Dropbox Business:
  • Use team folders for automatic sharing
  • Admin-managed folder structure
  • Centralized permissions

​
File organization

​
Suggested structure

Clients/
├── Smith Family/
│   ├── 01 - Financial Plans/
│   ├── 02 - Tax Documents/
│   ├── 03 - Investment Statements/
│   └── 04 - Correspondence/
├── Johnson Household/
│   ├── 01 - Financial Plans/
│   └── ...

​
Naming conventions

Consistent naming helps with organization:
  • YYYY-MM-DD_Description.pdf for dated documents
  • ClientName_DocumentType_Year.pdf
  • Avoid special characters that may cause issues

​
Troubleshooting

​
Can’t see files

Check:
  • Dropbox integration is connected
  • You have access to the folder
  • Folder is linked to the client

​
Upload errors

Verify:
  • File size within Dropbox limits
  • Storage space available
  • Filename doesn’t contain invalid characters
  • Not uploading blocked file types

​
Sync issues

Try:
  • Refresh the Documents tab
  • Check Dropbox status page
  • Verify Dropbox desktop app is syncing (if used)

​
Permission errors

Ensure:
  • You have appropriate folder permissions
  • OAuth token hasn’t expired
  • Admin policies allow the integration

​
Disconnect Dropbox

1

Go to integrations

Navigate to Settings → Integrations.
2

Find Dropbox

Locate Dropbox in connected integrations.
3

Click Disconnect

Click Disconnect and confirm.
To fully revoke access:
  1. Disconnect in Slant
  2. Go to Dropbox Settings → Connected apps
  3. Remove Slant’s access
Disconnecting removes Slant’s access. Files remain in Dropbox unchanged.

​
Security

​
Permissions

Slant requests limited permissions:
  • Access to connected folders only
  • Cannot access other Dropbox content
  • Cannot delete your entire Dropbox

​
Compliance

Dropbox compliance features:
  • 256-bit AES encryption
  • SOC 2 Type II certified
  • HIPAA compliance (Business plans)
  • ISO 27001 certified

​
Next steps

Storage overview

All storage features

Google Drive

Connect Google Drive instead