Learn how to connect your Dropbox account to Smokeball, allowing you to sync a Dropbox folder to a matter and access documents from within that matter.
Connecting to Dropbox
Select the Settings (gear) icon on the bottom-left corner of Smokeball Boost, then select Marketplace.
Search for "Dropbox" in the search bar, then click on the listing name. Do not click on "Settings".
Select Enable.
- Follow the prompts to authorize Smokeball with Dropbox. You may need to log in with your Smokeball credentials.
Once the authorization is successful, you will be presented with this message:
How the Smokeball and Dropbox integration works
Once you have connected Smokeball to Dropbox, every matter will get its own Dropbox folder, labelled with the Matter Number and Client Name. If you change either of these details in Smokeball, the folder name also automatically updates.
The Dropbox integration is a one-way sync, meaning that files you upload to Dropbox will appear in Smokeball, but you won't be able to upload files into that Dropbox folder from Smokeball. If you need to make changes to any files in the matter folder, you must do so in Dropbox.
Viewing your Dropbox folder in a matter
In Smokeball Boost, open your matter file and select the Documents tab. Select the Dropbox tab underneath to access your Dropbox folder.
Click on a file in the Dropbox folder to view or download it to your PC.
Good to Know
The Smokeball and Dropbox integration is solely available on the Smokeball Boost plan. If you upgrade to Smokeball Grow or Prosper+, or downgrade to Smokeball Bill, you will lose access to the Dropbox tab in your Matter Documents section. The folder can still be accessed from Dropbox.