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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Dropbox Integration

  • Updated:

The Agenda and Meeting Management Select (formerly CivicClerk) Dropbox integration allows the system to publish agendas, agenda packets, and minutes files to your Dropbox account. This article will explain the functionality of the integration and provide the steps that can be taken to enable it.

 

Important Notes

  • This integration is available to customers with both Agenda and Meeting Management Select and Dropbox at no cost.
  • An Administrator must be enable and configure the integration before it can be used.
  • Contact Support if you encounter any issues when enabling the Dropbox integration.

 

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Dropbox Integration Functionality

Once activated and configured, the Send to Dropbox function becomes available on the Agenda Files page. Within the Send modal's Dropbox tab, you can select and send the desired agenda files to the Dropbox folder designated during integration setup. All users with access to the Dropbox folder will automatically receive the files once their devices sync.
The green, rectangular Send to Dropbox button in the lower-right corner of the Send modal.

 

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Enable the Dropbox Integration

  1. Sign in to the system if you have not already
  2. Navigate to the User Menu, then select the Settings option
    The User Menu with the Settings option highlighted.
  3. Click the User and Global Settings tile
    The User and Global Settings tile with a three-person icon on the Site Settings page.
  4. Click the Integrations tile
    The Integrations tile with a link icon on the Global Settings page.
  5. Click the Dropbox tile
    The Dropbox tile on the Integrations page.
  6. Click the Connect to Dropbox button
    The teal, rectangular Connect to Dropbox button.
    Note: If you encounter an "Error (400)" message, you will need to contact Support before proceeding.
  7. Follow the prompts to establish a link between Agenda and Meeting Management Select and Dropbox
  8. Within Agenda and Meeting Management Select, enter the name of the Dropbox folder you want those files sent to into the Dropbox Folder for Delivery field
    The Dropbox Folder for Delivery field.
  9. Click the Save Changes button
    The green, rectangular Save Changes button which appears below the User Menu.
  10. The Dropbox integration has been enabled

 

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