Using Dropbox with Osmosis

Osmosis Support posted this on integrations

When a client completes a questionnaire or signs off on a proposal, Osmosis creates a PDF for you to store in your records.

If you configure Dropbox, Osmosis will send the completed PDF there in a folder structure for each client.

To set this up, go to your integrations page:

Select ‘Connect your Dropbox account:’ 

You will be prompted to authorize access to your account:

Select ‘Allow’.

Osmosis will show that you are successfully connected:

If you would like to disconnect your Dropbox account, this is possible through the integrations page:

 

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