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Dropbox

Dropbox holds the working files: listing photography, floor plans, disclosure packets and the shared folders clients are given.

What it is used for

AreaRead nowWrite, when approved
FilesNames, sizes, modified dates, linksUpload a file
FoldersStructure and sharingCreate folders
Shared linksExisting links and their settingsCreate links

A write permission is off unless it is enabled on the card, and any outbound action still passes an approval step.

Connect

Select Connect

On the Dropbox card, select Connect.

Sign in and allow

The Dropbox window asks you to sign in and allow the app. The app uses the standard secure sign-in for desktop apps, so the permission is granted to this workspace only.

Return to Kroll Connect

The card shows Connected with the account email and the folders the app can see.

Sync now

Select Sync now to confirm the connection. The result is written to the sync activity list.

Permissions

Manage lists the file and folder permissions in plain words. Reading a folder does not download it; the app reads names and metadata until a specific document is requested.

What good looks like

  • Status Connected.
  • The account email is the shared business account, not a personal one.
  • Last sync is recent.
  • Files added today appear on the next sync.

Troubleshooting

SymptomCauseFix
Reconnect appears instead of ConnectedThe grant was revoked in Dropbox, or the app was removedSelect Reconnect and allow access again
Sync fails with a permission messageThe account no longer has access to the folderAsk the folder owner to restore access, then sync again
Wrong account connectedA personal Dropbox was chosen at sign-inDisconnect, then connect again with the business account