First, enable Dropbox or Google Drive integration: go to Home/ Settings/ Integrations
Once the connection is live, go back to your documents area and click on the '+' icon and then 'import from Dropbox' or 'import from Google Drive':
It is important to note that:
For data import:
go to the folder where you want the data to be inserted
click on the '+' button
select 'import your Dropbox data' or 'import your Google Drive data'
select the data
your documents will appear in the 'current folder' once the process is finished
For data export:
Exporting Documents
go to the folder you want to export
click on the '+' button
select 'export your data to Dropbox' or 'export your data to Google Drive'
navigate to the folder where you would like the data to be stored
your documents will appear in Dropbox or Google Drive once the export is finished
Exporting Client Portal data
we currently support exporting client portal data to Dropbox only
click on the 'Export to Dropbox' button in the portal list of the chosen portal Group (note that this button appear only AFTER you connect your Dropbox account to your MyDocSafe account)
