Dropbox setup
Connect your Dropbox File Request link.
Clients should not enter your Dropbox account. They upload through a Dropbox File Request link. Dropbox places the files into the folder you choose in your Dropbox account.
Step-by-step setup
How to create the Dropbox upload link
- Log in to Dropbox.Use the Dropbox account where you want client files to arrive.
- Open File requests.In Dropbox, create a new file request for RealEstateExpt client uploads.
- Name the request.Example: “RealEstateExpt Large File Uploads” or “RealEstateExpt Client File Drop Box.”
- Choose the folder.Create a dedicated folder such as
/RealEstateExpt Uploads/Incoming. Do not use your general personal folder. - Copy the request link.Dropbox gives you a shareable file-request link. Clients use this link to upload files.
- Paste the link into the website.Open
assets/js/dropbox-config.jsand paste the URL intowindow.REALEXPT_DROPBOX_FILE_REQUEST_URL = "...".
Configuration file
Change this:
window.REALEXPT_DROPBOX_FILE_REQUEST_URL = "";To something like this:
window.REALEXPT_DROPBOX_FILE_REQUEST_URL = "https://www.dropbox.com/request/YOUR-LINK-HERE";Do not paste your Dropbox password or private account link. Only paste the Dropbox File Request link.
Client workflow
What clients will experience
1. Client opens intakeThey complete the support request and see the Large File Drop Box.
2. Client clicks upload linkThe button opens your Dropbox File Request page.
3. Client uploads filesFiles go into the Dropbox folder you selected.
4. You review filesYou match uploads to the request ID, client name, or file notes.
Security tips
Use a safe Dropbox workflow
- Create a separate Dropbox folder for RealEstateExpt uploads.
- Ask clients to include request ID, client name, and file type in the upload notes where possible.
- Do not use a shared folder that lets clients see other people’s uploads.
- Review Dropbox storage limits before requesting very large bundles.
- Move uploaded files into the correct private matter folder after review.
- Close or rotate file requests when you no longer want to receive files through that link.