How to connect DROPBOX account in ERPCA for document storage?
Now, user is able to store task based and core document in dropbox. By default this option is Enabled to all. very first user can be connected with dropbox anyone of them. if it is not connected then by default on cloud all the document will save.
Follow the below steps:
1. Login as Admin account
2. click on Initials of logged in admin
3. Go to Integration
4.Click on Connect button of Dropbox
2. Log in your dropbox account
3. Once you connect with your dropbox account, please choose the DROPBOX folders from the list to be used for document storage from ERPCA
4. And then your dropbox account connected with ERPCA
Step 3: Navigate to Document Repository menu
- Find “Utilities” menu in left Menu bar
- Click on “Document Repository” sub-menu
- Choose any customer, say “1 by 2 classic”
- Right side you will see “Core Document”. Click on “Core Document”
- Here you can upload the file or create a new sub-folder. This uploaded files would go to DROPBOX account of user