How to use Dropbox as a team member | Dropbox learn - EU-Vietnam Business Network (EVBN)

How to use Dropbox as a team member

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How to access your Dropbox business account

You should have received an email invite to join your Dropbox business team. To get started, click Join your team from the invitation, and follow the prompts to sign up. If you didn’t receive an email, ask your IT department or Dropbox business admin for help.

Join a business team

How to add a file to your Dropbox account

Once you’ve downloaded the desktop and mobile apps, it’s time to put Dropbox to work by adding your files, pictures, and videos.

Add a file to your account via dropbox.com

Once you’ve signed in at dropbox.com, adding files to your account is as easy as dragging and dropping from your computer’s file system. Or, just follow these steps to upload a file or folder from your computer:

Sign in at www.dropbox.com.
Click All files in the left sidebar.
Navigate to the folder where you’d like to save your file or folder.
Click Upload and select Upload files or Upload folder.
Navigate to the correct file or folder in your computer’s file system.
Click Open.

Add files to Dropbox from your computer

Drag and drop files into the Dropbox folder on your desktop. Or, use the Save As menu option in most applications to save files directly to your Dropbox folder.

Files in your Dropbox folder will automatically sync to dropbox.com, and to the Dropbox desktop or mobile apps on any other devices you’ve connected to your account.

Add a file from your desktop to your Dropbox account

Like with File Explorer (Windows) or Finder (Mac), you can drag and drop into the desktop app:

Drag and drop the file into the Dropbox folder on your hard drive.
Select the Dropbox folder when using the Save As option in most applications.

Like to use Microsoft Office? Dive into the “General” area of “Preferences” and you can make Dropbox a default “Save As” location. Just a little time-saver.

Add a file using the Dropbox mobile app

You can easily add files to your Dropbox account right from your phone or tablet.

Open the Dropbox mobile app on your Android or iOS device.
Open the folder where you’d like to save your files.
Tap “+” (plus).
Tap Create or Upload File.
Tap Upload File.
Tap Browse and find the file you’d like to upload.
Select the location where you’d like to save the file in your Dropbox account.
Tap Upload.

How to back up your computer

You can automatically create a back up of key folders stored on your computer in your Dropbox account. After the initial backup, any changes you make to those folders or their contents will be automatically updated on your computer and your Dropbox folder.

You can access the folders, which are backed up under “Mac” or “PC”, from anywhere you use use Dropbox, such as dropbox.com, the Dropbox mobile app, and the Dropbox folder in File Explorer (Windows) or Finder (Mac).

Learn more about backing up your computer

How to create a folder in Dropbox

Create a folder on dropbox.com

Sign in to dropbox.com.
Click Create.
Click Folder.
Name your folder.
Click Create.

Create a folder in the desktop app

Select Create and choose the item you want to create.
Name the folder.
Select Invite members and then enter the email, name, or group you want to share it with.
Set permissions for those you invite. Can they edit the document, or do you just want them to view it?
Select Share to send the invitation and start collaborating.

Create a folder on the Dropbox mobile app

Android:

Open the Dropbox mobile app on your Android device.
Tap the”+”(plus sign).
Tap Create new folder.
Type a name for your folder.
Click Create.

iOS:

Open the Dropbox mobile app on your iOS device.
Tap the”+”(plus sign).
Tap Create folder.
Next to Folder name, tap New folder to name your folder.
Type a name for your folder and tap Done when finished.
Click Create.

How to share a file or folder from your Dropbox account

Share a file or folder from dropbox.com

Sign in to dropbox.com.
Hover over the item you’d like to share.
Click the Share icon that appears.
Type the email or name of the person, people, or group you’d like to share with.
Select Can edit or Can view from the dropdown menu.
Click Settings to customize who has access or disable downloads. You can require a password and set an expiry date too.
Click Share file or Share folder. Recipients will receive an email invitation to the content you shared.
You can also click Copy link (If a link hasn’t been created yet, click Create and copy link).
The link will be copied to your clipboard. You can then paste it into an email, chat, or other message.

Share a file or folder from the Dropbox folder from the Dropbox desktop app

Open the Dropbox folder on your computer. Right-click the file or folder you’d like to share.
Click Share.
Type the Email, name, or group of the person (or people) you’d like to share with.
Select Can edit or Can view from the dropdown menu.
Click Share. They’ll receive an email with a link to the file or folder.

Create and share a folder in the Dropbox desktop app

Select Create and choose the item you want to create.
Name the folder.
Select Invite members and then enter the email, name, or group you want to share it with.
Set permissions for those you invite.
Select Share to send the invitation and start collaborating.

Share a file or folder using the Dropbox mobile app

Navigate to the file or folder you want to share.
Tap”…“(ellipsis).
Tap Share.
Tap Create a link.
If a link was already created for this content, tap Share link next to Anyone with the link can view.
Select the way you’d like to share the link from the options Can edit or Can view. Either option will allow them to comment.

How to scan documents and upload them straight to Dropbox from the mobile app

Easily upload, organize, and share your scans with the Dropbox doc scanner. You can even search for text within your scans thanks to optical character recognition(OCR).

Follow these steps to scan and save a doc from your phone:

Open the Dropbox mobile app on your Android or iOS device.
Tap “+”(plus).
Choose Scan Document (on Android devices, you’ll need to select Allow when prompted).
Take a picture of content you want to transform into a document. You can also select an existing image from the iOS Camera Roll, or on Android, tap the photos icon.

Learn more about how to use the doc scanner

Dropbox automation options

How to create an automated folder

To create an automated folder:

Sign in to dropbox.com.
Click Create in the upper-left.
Click Automated folder.
Name the folder and select an automation option.
- Options provided will be Files added to a folder are saved as PDFs, Files added to a folder are unzipped, Files added to a folder are tagged*, Files added to a folder are saved as images, Files added to a folder are saved as videos, and Files saved to a folder are sorted based on category.
Follow the prompt(s), then click Create.

*Only available to customers on Dropbox Professional, Standard, Advanced, and Enterprise plans

How to add automation to an existing folder

To add automation to a folder:

Sign in to dropbox.com.
Hover over the folder and click “…” (ellipsis).
Click Add automation.
Select the automation option and click Next.
Follow the prompt(s), then click Add.

Note: You must have editing abilities for a folder to add, edit, or delete automations.

How to share an automated folder

Automated folders can be shared the same as any other folder. The folder automation will remain for anyone the folder is shared with. Once an automated folder has been shared with someone, they will see notation that the folder is automated as well as which automation option was selected.

Learn more about how to use Dropbox automation options

How to automatically upload photos from your mobile device

Camera uploads is a feature that automatically uploads photos from your mobile device to Dropbox.

Android:

Open the Dropbox mobile app.
Tap the menu button.
Tap Settings.
Under Features, tap Camera uploads.
Tap Back up my photos.
If prompted, tap Allow.

iOS:

Open the Dropbox mobile app.
Tap the person icon.
Tap Camera Uploads.
Tap Ok to give Dropbox access to your photos and videos.
Choose what you’d like to back up and whether you’d like to use cell data.
Tap Back up my photos.

Note: Camera uploads is not available for Dropbox business teams that use Dropbox Enterprise Mobility Management (EMM) for Android or Dropbox customers on Linux.

Your admin may have turned off this feature for your team. Contact your admin to request feature access.