Dropbox Connector

Use the Dropbox Connector node to connect to a Dropbox account, including a Dropbox Business Standard or Advanced account, to distribute documents to Dropbox. Dropbox is a file hosting service that offers cloud storage and file synchronization. Using the Dropbox Connector node, you can:

• Distribute documents to Dropbox accounts and also view Personal, Team, and Shared folders at the MFP panel.
• Share Dropbox files directly from the MFP control panel via email.
• Control editing access to the scanned document via email addresses.
• More.

Notes:

• To use the Dropbox Connector, you must have a Dropbox account.

• The maximum file size for uploading documents to Dropbox is 20 GB.

Configuring the Dropbox Connector

To open the node’s configuration window (shown above), add a Dropbox Connector distribution node to your workflow and double-click on it. You have the following options:

• Enabled - To enable this node in the current workflow, select the toggle until “Enabled” displays. The default setting is “Enabled”. If you disable the node:

  • The workflow will ignore the node.

  • The node will not check for logic or error conditions.

  Important! If you disable this node, and no other distribution nodes are enabled, it will not cause the workflow to fail validation, but no processed documents will output and they may be lost.

• Name - The name in this field appears below the node’s icon in the workflow. The node’s name defaults, but you can edit it. For example, you can specify a name that indicates the node’s function in the workflow.

• Description - Enter a description for this node that details its purpose in the workflow, and/or to distinguish it from other nodes in the workflow. If the description is long, you can hover the mouse over the field to read its entire contents.

  This field is optional and is for internal use. That is, it appears only in this window and not in the workflow.

Buttons

• Help - Accesses Online Help.
• Metadata - Accesses the Metadata Browser.
• Cancel - Exits the window without saving any changes.
• Save - Preserves your node configuration and exits the window.

Authorization

To use this node in a workflow, you must connect it to a Dropbox account. Once you connect to an account and save the node, the account will be available for selection the next time you access the node in the current workflow. To connect to a Dropbox account, do the following:

1. Select Add Account. The Dropbox login window appears:

   

2. Enter the login information for the Dropbox account. Note that the Dropbox Connector also supports Google and Apple logins. Then, select Sign In. You return to the Dropbox Connector. If multiple accounts are available, select the radio button next to the desired account.

3. To modify the default the number of seconds the system is allowed to attempt to connect with the specified account, enter a value in the Connection Timeout field.

Deleting an Account

To delete an account, select the Delete icon next to the account you want to delete. A window with the following options appears:

• No - Cancel the delete action and return to the node configuration window.

• Yes - Delete the account from this node. You can add the account again later.

• Yes, Permanently - Delete the account from the tenant, including all workflows. You can add the account again later.

  Caution! Selecting this option can impact workflow performance.

Customizing the Dropbox Connector Node

Once connected to a Dropbox account, the Folder Browser area populates with a tree-view of your Dropbox folders, sub-folders, and files. Browse through your Dropbox folder structure and choose a folder in which to store your documents. The Folder Path field automatically updates with the selected folder path.

The following folder types may appear in the Dropbox Explorer area, depending on your Dropbox version:

• Dropbox Personal folder

• Dropbox Team folder

• Dropbox Team Member folder

• Dropbox Shared folder

Sending Documents to a New Folder

To create a new folder in Dropbox, select New Folder from the Folder Browser toolbar. The Create New Folder window appears:

Enter the name for the new folder in the Folder Name field, and then select Create. The folder appears in the Folder Browser.

Tip: You can also type in a folder path that includes one or more folders that do not currently exist within the Dropbox account. The Dropbox Connector will automatically create any new folders and then upload the document(s) to that location.

File Name Restrictions

The following restrictions apply to file names:

• Non-printable characters cannot be included in a file name (tabs, newlines, etc.)

• The following characters cannot be used: / \

View Options

The toolbar in the Folder Browser area provides the following view options for your Dropbox folders:

Icon	Name	Description
	Show/Hide Files	Click this button to show or hide files stored in Dropbox folders. When you have selected to Hide Files, you will only see folders.
	Refresh	Click this button to refresh the current view with the most up-to-date folders/files.
	Change View	Click this button to change from list view to grid view and back.

Accessing Dropbox at the MFP

At the MFP, take the following steps:

1. Select your workflow - If only one Dispatcher Stratus workflow is currently running, that workflow appears. If multiple workflows are running, the Selection screen appears and you must select a workflow.

2. Scan your document - Use the MFP to scan your document. Available options are determined by your selections in the MFP Capture node.

   If you configured a Form Selector node, continue to step 3. Otherwise, skip to step 5.

3. Enter your login credentials - If a Dropbox account has not already been selected during node setup, you will need to tap the Add Account button to add your Dropbox account before entering your login credentials.

4. Select your File Destination - When you are logged in, you can use the folder navigation to select the destination for your file upload. The Folder Path field displays the current folder path of the destination folder.

5. Select the “Scan” button - This sends the scanned document to the selected Dropbox account and folder.