To upload Documents via Drop Box in RealBooks, follow the steps given below:
- Go to the official website of Dropbox and create an account. If you have an existing account, it can also be used
- Ensure that you are logged in to the Dropbox account
- Open your RealBooks account
- Navigate to settings > Dropbox settings
- Click on the ‘Link Your Dropbox Account’ option
- Allow App Permission and copy the given code
- Navigate back to RealBooks and paste the code
- Click on OK
- Select the Integrated Dropbox account
- Two folders will get created automatically, which are upload and Upload_done
- Click on Save configuration
- Navigate to the Dropbox list tab
- Navigate to Settings > Upload from Dropbox
- Click on the ‘Upload from Dropbox’ button and press ‘OK’ on the popup
- Click on Search
- Once the documents are fetched by RealBooks, they will get shifted to the uploads_done folder