Installing And Configuring The Dropbox App

The Dropbox integration allows users to attach different-sized files directly from their Dropbox account to tickets and knowledge base articles.

Key Features:

1. Has access to all files and folders and can view them.
2. Search the files in Dropbox from BoldDesk.
3. Upload the files to Dropbox from BoldDesk.
4. Agent Portal - Attach the files to a ticket when creating, adding replies to ticket, private notes, and public notes.
5. Customer Portal - Attach the files to a ticket when creating and adding replies to ticket.
6. Attach the files to knowledge base articles.

Check out this video tutorial

How to install and configure Dropbox Integration

There are three steps to follow to integrate Dropbox with BoldDesk, namely:

1. Register a Dropbox app
2. Install the Dropbox in BoldDesk
3. Attach files to tickets from the Dropbox

Register a Dropbox App

To use the Dropbox, you’ll need to register a new app in the App Console. To create an app, follow the instructions below.

1. Sign in to the Dropbox App Console
2. Click the Create App button.

3. Select the Scoped access option under the Choose an API
4. Select the Full Dropbox to choose the type of access.
5. Enter the name of your app and then click Create App.

6. Under Chooser/Saver domains, add your BoldDesk portal domain and click Add. Copy the App Key from the Settings tab.

Install and configure the Dropbox App in BoldDesk

1. Sign in to BoldDesk.
2. Click Admin menu > Marketplace.
3. Search and select the Dropbox.

4. Click the Install.

5. In the Account tab, enter the Application Key that you copied while creating the Dropbox app and click Next.

6. In the Permission tab, under the App Permission window, select the roles for those who can access this Dropbox feature and click Save.