C.08a Compliance - Dropbox & OneDrive

Using Dropbox

VowNet allows you to automatically download all documents into your Dropbox account. This can be extremely helpful for having a backup and proof of documents you have created. If you are using BankStatements.com.au it can be an much easier way of downloading the Statements.

Dropbox Setup

1. Go to Settings

2. Go to 3rd Party Integrations

3. Click on Dropbox and enter your user ID and Logins

4. Once set up click on the Dropbox icon in the Deal View

5. You can then set up the exact folder