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MoSal
11 months agoExplorer | Level 3
Is it possible to use Dropbox as a client portal?
Hi all, hope you are well.
We’re a firm of Accountants based in the United Kingdom. We are coming to the end of our contract for a software which included a client portal. On this portal clients would upload their business documents for us to process. This ensured we were complaint with GDPR.
The new software we are using doesn’t have a portal.
We were wondering how we could organise Dropbox to work in a similar manner. We have over 2000 individual clients; how can this be organised?
The managing partner of the firm already has a premium Dropbox account.
I have searched the forum and cannot find a suitable answer to my question, so any help is greatly approached.
Thanks in advance, Moe.
5 Replies
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- Jay
Dropbox Staff
Hi MoSal, thanks for bringing this to our attention.
Could you clarify exactly what you mean by a portal, and how it would work for a client?
Are you referring to something like a file request link where users can upload documents to your Dropbox account?
This will help me to assist further!
- MoSalExplorer | Level 3
So the clients have thier own login to the portal, they can only access the companies that we give them access to and they would upload thier documents into the file called 'Files from Client', we would then get a notificaiton that the client has uploaded documents and we login to download them. Redacted pictures attached, Capture 1 is the root files, Capture 2 is the uploaded documents.
- Jay
Dropbox Staff
Thanks for the details. Currently this isn't possible with the normal usage of Dropbox, the closest feature we have is the file request feature I mentioned earlier.
It might be possible to create a portal with a custom app created using the Dropbox API.
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