Once you have synced your client to their main folder in Dropbox, you have synced the documents to come into the client portal. You can now also sync documents from your client portal to Dropbox
To sync a document from your client's portal to their Dropbox folder:
1. In your Partner Portal>uploaded documents , find the document you would like to link to Dropbox and click on the sync icon to the right.
2. A dropdown menu appears listing your syncing integration options set up within your firm. Choose Dropbox and click "Apply".
3. Once applied, the syncing icon turns green, indicating it is linked. (Linking may take a few minutes to process) .
4. Within your client's Dropbox, you will see the file uploaded into the main client folder.