> 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/integrations/document-management/dropbox.md). # Dropbox With this integration connected, you can use Filed **Chat** and **Routines** to retrieve information from Dropbox and, when **Write** access is enabled, perform approved actions in 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. ## Using this integration with Filed Chat and Routines Use **Chat** for one-off questions and guided work on a client, such as finding Dropbox information, summarizing it, or preparing an approved next step. Use **Routines** to automate repeatable work with Dropbox data on a schedule or in response to a trigger. Both experiences respect the connection's access: they can only use data the authorized account can reach, and they can only perform changes when **Write** is enabled. Review changes in the connected application before you finalize them. ## Example prompts Use these as starting points and replace the bracketed details with the client, date range, folder, record, or task you need. Filed will only run write actions when this connection's **Write** access is enabled. * “Find the Dropbox folder for \[client name] and list the most recent source documents.” * “Summarize the tax documents in \[folder name] and flag anything that appears missing.” * “With write access enabled, create an approved folder structure for \[client name] and upload \[file name].” ## Capabilities ### Find and read client documents Use Filed to browse, search, and retrieve the files and folders available to the connected account. This is useful for gathering source documents, answering questions, and preparing a client file for review. ### Organize approved content When **Write** access is enabled, Filed can create folders and upload, move, rename, or update approved documents where the connected account has permission. Use this to keep client deliverables and workpapers in the agreed location. ### Preserve your provider’s access model Filed works within existing folder, site, shared-drive, or library permissions. Use the provider’s own sharing controls to decide which client content the connection can reach. --- # 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. 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