> For the complete documentation index, see [llms.txt](https://help.filed.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.filed.com/reference/plugins/document-management/dropbox.md). # Dropbox ## What this integration does The Dropbox integration gives Filed direct access to client documents stored in Dropbox, without manual uploads. You designate one Dropbox folder as the root; sub-folders inside it map one-to-one to client records in Filed. Once clients are imported, Filed can read, organize, and write files within each client's Dropbox folder, so your team can file documents back to Dropbox directly from Filed. Dropbox is one of two DMS integrations that supports file version history. Filed can list all saved revisions of a file and restore it to any earlier version. It can also generate short-lived temporary streaming links for files, which expire after four hours. Filed authenticates with Dropbox using OAuth 2.0 with offline access, so tokens are refreshed automatically in the background without requiring repeated sign-ins. ## Before you start You need a Dropbox account with access to the folder containing your client sub-folders. The top-level folder must be organized with one sub-folder per client at the immediate first level. ## Connecting Dropbox to Filed ## Importing clients from Dropbox ## What Filed can do with Dropbox Once connected, Filed exposes the following actions against your Dropbox account: **Searching and browsing** * Search for files and folders by query text, optionally scoped to a specific path * List the contents of a folder, with optional recursion and pagination * Retrieve metadata for a specific file or folder **Managing files and folders** * Download a file * Upload a file to a folder * Create a new folder * Copy a file or folder to a different path * Move a file or folder to a different path * Delete a file or folder **Temporary links** * Generate a short-lived streaming link for a file that can be used for direct downloads (link expires after four hours) **Version history** * List the revision history of a file * Restore a file to a previous revision These capabilities power binder creation and update: when Filed prepares a client's binder, it uses this action set to retrieve source documents from Dropbox and to file completed documents back. ## Troubleshooting **Connection error on the DMS page.** Disconnect and reconnect. Verify that the Dropbox account you used still has access to the folder you originally selected. **Clients are not appearing after import.** The top-level folder you selected must contain sub-folders at exactly one level deep, one per client. If the folder structure does not match, reconnect and select the correct folder level. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://help.filed.com/reference/plugins/document-management/dropbox.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.