ClickFORMS | Using Dropbox with ClickFORMS

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Installing Dropbox is required before using Dropbox with ClickFORMS. For instructions on installing Dropbox, click here.
ClickFORMS Desktop Version
  1. After installation of Dropbox, Dropbox will automatically be detected by ClickFORMS. From the File Menu in ClickFORMS, the options 'Open from Dropbox' and 'Save to Dropbox' are listed.
DropBox in File Menu
  1. Select Open from Dropbox to open your Dropbox folder(s) to select a report to open. Selecting Save to Dropbox will open your Dropbox folder(s) where you can save your reports.
ClickFORMS Online Version
  1. Go to www.appraisalworld.com and login to your account. From the 'MY ONLINE SOFTWARE' section, launch ClickFORMS Online by clicking on the ClickFORMS Online Logo.
Launch ClickFORMS Online
  1. Setup Dropbox integration by clicking on the Edit menu then selecting Preferences. From the Preferences window click on the Dropbox tab.
CF Online Preferences
Dropbox Tab
  1. Click the Dropbox tab, then click Connect.
CF Online Preferences
Dropbox Tab
  1. The ClickFORMS Online for Dropbox window appears. Click the Allow button to enable ClickFORMS Online to access your folders in Dropbox.
CF Online Preferences
  1. A notification window will confirm that ClickFORMS Online is connected to Dropbox.
CF Online Preferences
  1. You are now able to open and save files to your Dropbox folder(s).
CF Online Preferences