Integrate IntakeQ with Dropbox

Connecting your IntakeQ account with Dropbox allows you to have submitted client forms automatically uploaded to a Dropbox folder, and also have client notes uploaded to a Dropbox folder on the "lock event". You can also choose for any form/note file attachments to be uploaded to the client file on Dropbox as well.

To connect your Dropbox account, follow the steps below:

  1. Navigate to "More > Settings > Integrations" and click on the Dropbox logo.
  2. Click on the button "Connect with Dropbox".
  3. You will be redirected to a Dropbox page, asking you to authorize the connection. If you are not logged into Dropbox, you will be asked to log in.

Once the connection has been authorized, you will be redirected back to IntakeQ and a few settings will be presented. These settings will allow you to specify whether or not to auto-upload forms and notes, which folder structure to use, etc.

This connection doesn't upload previously submitted forms or locked notes. It works going forward once the sync is established.

Folder Structure Note: With our Dropbox integration you can only specify a folder directly off the root (main) section of your account, sub-folders don't work.

IntakeQ will not have access to your whole Dropbox account, but only the folder Dropbox/Apps/IntakeQ.

HIPAA Considerations

Dropbox does not fall into our Business Associate Agreement, so to comply with HIPAA, you should obtain a separate BAA from Dropbox. As of this writing, Dropbox offers a BAA under their Business Plan:

If you are using the Dropbox app in your computer and do not want forms and notes to be stored on your hard-drive, you can use Dropbox's selective sync feature and uncheck the Apps/IntakeQ folder.

To further improve security, it's always a good idea to enable 2-factor authentication in your Dropbox accounts.

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