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Dropbox

Connect Dropbox as your cloud storage so CloseCore can build and sync your monthly folder structure and read your workpapers.

Connecting Dropbox​

  1. In CloseCore, go to your storage settings (or Admin → Storage).
  2. Choose Dropbox and click Connect.
  3. Sign in with a Dropbox account that has edit access to the folder you'll use as your Root Folder, and authorize CloseCore.
  4. Select your Root Folder. CloseCore will create and maintain the year/month/recurring-folder hierarchy inside it. See Setting up a workflow.
tip

Many teams connect with a dedicated account that has access only to the folders CloseCore manages.

warning

Don't rename or delete the CloseCore folders directly in Dropbox, from the Root Folder down to the monthly folders. Manage folders from CloseCore instead (see Folder structure & recurring folders). CloseCore does not manage Dropbox sharing; you control file access in Dropbox.

Questions & support​

If you have trouble connecting Dropbox, email support@closecore.com or reach out through Slack or Teams.