How do I upload documents from Dropbox to the CRM?

Follow these steps to upload a document from Vtiger CRM to Dropbox:

1. Log in to the CRM.
2. Click the Main Menu.
3. Go to Essentials > Documents.  The Documents page opens.
4. Click +Add.
5. Click Upload from the drop-down. The Upload Documents window opens.
6. Enter or select the following information to upload Documents:
   1. Document Storage: Select Dropbox as the document storage.
      1. Sign in with your Google credentials.
   2. Choose File: Click the Browse button to select and upload a document. 
   3. Assigned To: Select the user or group responsible for this document.
   4. Folder Name: Choose the folder in which the document should be stored from the drop-down list.
7. Click Upload. 

The document will now be uploaded to your Dropbox account and recorded in CRM.
Note: To view files uploaded to Dropbox, use the Dropbox filter in the left panel of the Documents module.