Dropbox easing document management
-
Upload
april-santos -
Category
Data & Analytics
-
view
61 -
download
1
Transcript of Dropbox easing document management
DROPBOX: Easing Document Management for
You and Your Clients
www.aprilsantos.com Making Your Virtual Presence Matter
www.aprilsantos.com Making Your Virtual Presence Matter
Do you always have the need to send out big files and can’t seem to figure out how to do this?
www.aprilsantos.com Making Your Virtual Presence Matter
Or do you wish that you can access ALL your files
ANYWHERE and ANYTIME you want?
www.aprilsantos.com Making Your Virtual Presence Matter
Do you want a collaboration site where people can easily access
files and edit them in one go?
www.aprilsantos.com Making Your Virtual Presence Matter
Dropbox is here to help you make your
document management
easier!
www.aprilsantos.com Making Your Virtual Presence Matter
Dropbox is the place to store your photos, docs, videos, and other files. It keeps your
files safe, while allowing you to access them either via web or via your devices.
www.aprilsantos.com Making Your Virtual Presence Matter
Let’s learn how to do it!
www.aprilsantos.com Making Your Virtual Presence Matter
www.aprilsantos.com Making Your Virtual Presence Matter
In your URL, type www.dropbox.com
www.aprilsantos.com Making Your Virtual Presence Matter
ways to sign up for FREE!
www.aprilsantos.com Making Your Virtual Presence Matter
Create your own account through
your existing email
www.aprilsantos.com Making Your Virtual Presence Matter
Or sign up using your Google
account
www.aprilsantos.com Making Your Virtual Presence Matter
To use an existing email
account, type in your full name,
www.aprilsantos.com Making Your Virtual Presence Matter
and create your password
www.aprilsantos.com Making Your Virtual Presence Matter
Make sure to use a strong password to
ensure the security of your Dropbox account!
www.aprilsantos.com Making Your Virtual Presence Matter
Click sign up for free.
www.aprilsantos.com Making Your Virtual Presence Matter
Check your email for account confirmation.
www.aprilsantos.com Making Your Virtual Presence Matter
To sign up using your Google
Account, click “Sign up free with Google”
www.aprilsantos.com Making Your Virtual Presence Matter
You will be redirected to a new window to
request for permission.
www.aprilsantos.com Making Your Virtual Presence Matter
Click allow if you are ok with the
conditions.
www.aprilsantos.com Making Your Virtual Presence Matter
You’re all set! Click sign in to access your account.
www.aprilsantos.com Making Your Virtual Presence Matter
Then click Sign in
www.aprilsantos.com Making Your Virtual Presence Matter
You may be prompted with below message:
www.aprilsantos.com Making Your Virtual Presence Matter
Click download if you wish to download Dropbox in your computer:
www.aprilsantos.com Making Your Virtual Presence Matter
And then follow the download instructions…
www.aprilsantos.com Making Your Virtual Presence Matter
If you wish to continue accessing the site through web, just click “x”
www.aprilsantos.com Making Your Virtual Presence Matter
This is how your dashboard looks like:
www.aprilsantos.com Making Your Virtual Presence Matter
All your files will be viewed here:
www.aprilsantos.com Making Your Virtual Presence Matter
NOTE: This will be blank if your account is NEW
www.aprilsantos.com Making Your Virtual Presence Matter
So how do I manage the files that I am seeing in my dashboard?
www.aprilsantos.com Making Your Virtual Presence Matter
Click a file in order to view it
www.aprilsantos.com Making Your Virtual Presence Matter
The main screen will show the content of your file
www.aprilsantos.com Making Your Virtual Presence Matter
You also have the option to share or download this file:
www.aprilsantos.com Making Your Virtual Presence Matter
To allow other contacts to access this file, click Share:
www.aprilsantos.com Making Your Virtual Presence Matter
This screen will appear:
www.aprilsantos.com Making Your Virtual Presence Matter
You can copy the Link to file and send it to you contacts so they
can have access to the file:
www.aprilsantos.com Making Your Virtual Presence Matter
Or you can also send the link to specific email addresses:
www.aprilsantos.com Making Your Virtual Presence Matter
Just key in the email address in the Email box to send it
www.aprilsantos.com Making Your Virtual Presence Matter
Your contacts will receive the link sent by Dropbox to access the file.
www.aprilsantos.com Making Your Virtual Presence Matter
If you want this file to be saved in your computer, click Download
www.aprilsantos.com Making Your Virtual Presence Matter
Your downloaded file will be shown below:
www.aprilsantos.com Making Your Virtual Presence Matter
Just click it to open the file from your computer:
www.aprilsantos.com Making Your Virtual Presence Matter
Ok, so I know now how to share and download
existing files in my dashboard. But how do I add new files?
www.aprilsantos.com Making Your Virtual Presence Matter
Go back to your dashboard and click this icon to upload new files:
www.aprilsantos.com Making Your Virtual Presence Matter
A new screen will pop up:
www.aprilsantos.com Making Your Virtual Presence Matter
Click Choose files:
www.aprilsantos.com Making Your Virtual Presence Matter
You will be redirected to your local directory where you store your files:
www.aprilsantos.com Making Your Virtual Presence Matter
Choose the file from your local folder that you wish to upload in dropbox:
www.aprilsantos.com Making Your Virtual Presence Matter
This screen will open, showing the progress of the file upload
www.aprilsantos.com Making Your Virtual Presence Matter
To upload more files, click add more files:
www.aprilsantos.com Making Your Virtual Presence Matter
Clicking Add more files will redirect you again to your local folders so you can
choose the file that you wish to upload:
www.aprilsantos.com Making Your Virtual Presence Matter
Choose the file you wish to add to your dropbox and then click open.
www.aprilsantos.com Making Your Virtual Presence Matter
Wait for it to be uploaded…
www.aprilsantos.com Making Your Virtual Presence Matter
If you are already done with your upload, you can click Done.
www.aprilsantos.com Making Your Virtual Presence Matter
Your dashboard will now show your newly uploaded file:
www.aprilsantos.com Making Your Virtual Presence Matter
If you want to change your filename, just click Rename:
www.aprilsantos.com Making Your Virtual Presence Matter
The field will be open for modification. Just change the filename to your
liking, then press enter.
www.aprilsantos.com Making Your Virtual Presence Matter
You also have the option to delete files in your dashboard.
www.aprilsantos.com Making Your Virtual Presence Matter
Just click the file you wish to Delete:
www.aprilsantos.com Making Your Virtual Presence Matter
then click Delete:
www.aprilsantos.com Making Your Virtual Presence Matter
This window will be shown. Click Delete if you are sure that you want to delete the
chosen file:
www.aprilsantos.com Making Your Virtual Presence Matter
Once you go back to your dashboard, the file deleted will no longer appear:
www.aprilsantos.com Making Your Virtual Presence Matter
Just click Undo if wish to put the file back
www.aprilsantos.com Making Your Virtual Presence Matter
If you are fine with the changes, just disregard the Undo option
www.aprilsantos.com Making Your Virtual Presence Matter
This is great! Are there other features of
Dropbox that I can use?
www.aprilsantos.com Making Your Virtual Presence Matter
Yes! There are a lot more features that you can explore!
www.aprilsantos.com Making Your Virtual Presence Matter
One more feature is to add folders to organize your files!
www.aprilsantos.com Making Your Virtual Presence Matter
Just click New folder to create a new one:
www.aprilsantos.com Making Your Virtual Presence Matter
A new folder will appear. Edit to name the new folder created:
www.aprilsantos.com Making Your Virtual Presence Matter
Once done, it will now appear in your dashboard:
www.aprilsantos.com Making Your Virtual Presence Matter
You can now start organizing your files:
www.aprilsantos.com Making Your Virtual Presence Matter
Let’s try moving one file to our folder:
www.aprilsantos.com Making Your Virtual Presence Matter
Click the file you wish to move and drag it to the folder:
www.aprilsantos.com Making Your Virtual Presence Matter
Once you have dragged the file, it will now appear in the newly created folder:
www.aprilsantos.com Making Your Virtual Presence Matter
The file is now under Reports folder:
www.aprilsantos.com Making Your Virtual Presence Matter
Can you share folders, instead of individual files? Yes, you can!
www.aprilsantos.com Making Your Virtual Presence Matter
Inside the folder, just click the Share this folder icon:
www.aprilsantos.com Making Your Virtual Presence Matter
Enter the names of people who you wish to access the folder’s files:
www.aprilsantos.com Making Your Virtual Presence Matter
Click Share folder
www.aprilsantos.com Making Your Virtual Presence Matter
The people you added will now be able to view the files under this folder.
www.aprilsantos.com Making Your Virtual Presence Matter
You can also share folders through the main dashboard:
www.aprilsantos.com Making Your Virtual Presence Matter
Hover towards the folder and click Share
www.aprilsantos.com Making Your Virtual Presence Matter
You will be given the options to invite people to collaborate or send link:
www.aprilsantos.com Making Your Virtual Presence Matter
Let’s try sending the link:
www.aprilsantos.com Making Your Virtual Presence Matter
You will be redirected to this window:
www.aprilsantos.com Making Your Virtual Presence Matter
A link to the folder is available. You can copy and share this to people for viewing:
www.aprilsantos.com Making Your Virtual Presence Matter
Or you can also send the link to email addresses:
www.aprilsantos.com Making Your Virtual Presence Matter
Now, let’s try inviting people to collaborate:
www.aprilsantos.com Making Your Virtual Presence Matter
This is the same window that will appear:
www.aprilsantos.com Making Your Virtual Presence Matter
Input the names of people who can sync and edit files in this folder:
www.aprilsantos.com Making Your Virtual Presence Matter
Click Share folder:
www.aprilsantos.com Making Your Virtual Presence Matter
This is now available for viewing and editing by these people.
www.aprilsantos.com Making Your Virtual Presence Matter
These are the basic Dropbox functionalities that
you can use to ease document management.
www.aprilsantos.com Making Your Virtual Presence Matter
Document management is easier with Dropbox!