Way We Do allows you to lookup and link to files in cloud storage solutions such as Dropbox.com directly from the "Attachments" and "Insert Documents" functions.
To add documents directly from Dropbox.com, follow these steps:
- On the Attachments tab, simply click "+Upload File". Alternatively, click on "Insert File" paperclip icon from the Edit Toolbar when editing a procedure.
- Click on "Attach from Dropbox".
- Log into Dropbox and authorize.
- Select required files as per normal usage of Dropbox.
Security of files will depend upon the restrictions you place on the document within Dropbox. Be sure to setup any required restrictions within Dropbox prior to linking to the document from within Way We Do.
Steps 1 & 2: