Overview
The Integrations settings allow you to set up various integrations that are available with Floify.
Among these settings, you'll have access to connect your account to Dropbox.
The Dropbox integration pushes all accepted documents automatically to Dropbox from Floify.
How to Set Up
From your team pipeline, navigate to Settings and select the Integrations tab:
Scroll down to the Dropbox Integration and select the option to Edit Dropbox Integration:
Click Connect your Floify to your Dropbox:
Enter your Email address associated with your Dropbox account and click Continue:
Enter the Password associated with your Dropbox account and click Continue:
Success! The Dropbox integration is ready to go. All accepted documents for future loan flows will be pushed to Dropbox automatically moving forward.
Tutorial Video: