Create a Dropbox Client Portal (With The Best Features)
Dropbox is a cloud storage service (similar to Google Drive and Box) that allows you to share files with anyone online. These services are especially useful for businesses like accounting firms, or law firms where you need to securely collect documents from your clients. In this article, we'll show you how you can make your own Client Portal or use a few Dropbox features.
Before We Start: Consider Using a Dedicated Client Portal
The truth is, there's no seamless client portal solution within Dropbox where you can manage and share files with your clients in a portal. The solutions we will cover here can work, but they are cumbersome for both you and your clients.
If you want a true client portal, I suggest checking out Foyer. Foyer is low cost ($10 per month) and includes every feature you'd need out of a client portal.
You can even try it out for free without a credit card. Onboarding to Foyer is quick (takes 1 minute) and their support will help you migrate any existing data you have.
Here's a list of some of Foyer's features:
- Secure file sharing with clients
- A secure messenger to send clients encrypted messages
- Email and desktop notifications for all portal activity
- Audit trails for every action (login, file download, file upload, etc...)
- Client multi-factor authentication (MFA/2FA) support
- Requesting e-signatures from clients
- Custom forms to collect specific client information
- Secure email via Microsoft Outlook
- An internal knowledge base builder to share internal business documents and trainings
- Desktop and mobile support
But, if you're set on using Dropbox as a client portal, then read on! We will go over a few ways you can share files with your clients using just Dropbox.
Dropbox Client Portal Features
You should take advantage of built in Dropbox functionality if you already have a Dropbox business subscription or are looking for a Client Portal that doesn't need all the bells and whistles. Here's a list of all the Dropbox client portal type features available.
Do note that Dropbox doesn't include client portal features like secure messaging and forms. Some of the listed features maybe part of more expensive pricing plans as well. Let's ask the question of whether a fully featured client portal is necessary now that we've taken a look at Dropbox client portal features.
Is a Dropbox client portal the right tool for your business?
A Dropbox client portal is great if you just need to receive files from clients with limited custom branding options, but if you're looking for a more streamlined and flexible solution, we recommend a proper client portal service.
A client portal service like Foyer will give you more options like: client login, secure messaging, custom forms, internal knowledge bases, e-signatures, and more.
How to Create a Client Portal
Foyer is client portal that has all the essential features your business needs to interact with clients from any industry. You'll get a client portal for: secure file sharing, encrypted messaging, an integration with DocuSign for e-signatures, secure email, and more in just minutes. All data is encrypted end-to-end, so you can be confident your business and your customer's data is safe.
To set up your client portal visit the onboarding wizard, and enter your name, email, and business name. Your client portal will be created within just 1 minute (there's no commitment necessary).
You can access your client portal as a "subdomain" of Foyer like "example.usefoyer.com". During the onboarding process, you'll be able to choose which subdomain you want. If you need to setup Foyer as a subdomain of your own domain (e.g. "portal.yourbusiness.com"), we can set that up for you too just contact our Support team.
After the onboarding process completed, you'll be redirected to your customer portal's home page. On the left, you'll see a drawer where you can access and configure all the features of your portal (e.g. secure file sharing, custom forms, knowledge bases, etc...).
For now we are just going to cover how to share files, but later in the guide we will touch on some of the most essential features you have.
A common use case is simply sharing files with a business client. You can do this in two different ways with Foyer.
You can invite clients directly to Spaces (this will require you to know the client's email address).
Or you can send a link to your "SafeDrop" page, so your business clients can send you files without signing in.
I'll show you how to share files both ways! I'll start by showing you how to invite your clients directly to a Space.
First, let's cover what exactly a "Space" is.
Spaces are secure places where you can share files and send secure messages with clients and your staff. All the files and messages within one Space are only visible by the members of the Space (just like a group chat in Teams, Slack, iMessage, etc...).
You can making a space by visiting the Spaces page (click on "Spaces" on the left drawer), then by clicking the "+" icon on the left.
When adding a new space, you'll see a dialog like the one below. You can set the name of the Space, and choose which members have access to any files or messages that will be shared.
You can also share spaces with "groups". Groups are a great way to organize your business contacts, so you can assign access to an entire external business all at once. We will cover that in the next step!
If you need to invite a new client, you can just click the "Invite a new Client" button.
All you need to invite a new client is their email. Other information like name, phone number, and profile picture are all optional (they are free to fill in those details themselves too)!
Before you save the client, there are two options you might want to check out that are great for use cases.
First, is tags. With tags, you can organize your clients via labels. You could use this to organize your clients by which industry they are in (e.g. "Law Firm", or "Healthcare").
Second, is groups. With groups, you can organize your business clients into what businesses they belong to. Using groups makes it easy to assign access to resources (e.g. Spaces, Pages) to entire businesses all at once, instead of needing to remember which client belongs to which business.
Any new clients you add will automatically be added to the "Members" list, and they will have access to any files you make in your new Space.
To add a group, just start typing the name of a group, and click on the result. Groups are added to this list just like clients.
When you've added all the users and groups you need, click "Save", and you'll be directed to your new Space.
You can share files with everyone in the Space, by just dragging and dropping a file, or use the "Options" button. You can upload any files of any size, and any type. You can even upload entire folders!
To add or remove users or groups from the Space, visit the "Settings" tab, and edit the members list.
That covers the first option of sharing files with your client portal using "Spaces". Now let's talk about the second option, which is to allow business clients to send you files without needing to login.
In your Foyer client portal, this workflow is called SafeDrop.
Every organization has a SafeDrop portal included. You can find you link on the "Home" tab, or by visiting "example.usefoyer.com/upload" (replacing "example" with your org's subdomain name).
You can send your Foyer SafeDrop link to any client, and they can easily send you files from any device. They just have to enter their name, email, an optional message, and then any number of files.
Any files uploaded this way will show up on your Spaces page, and have a name like "SafeDrop from ...". Just like normal Spaces, you and the client will receive a notification for any files that are uploaded.
Anyone who has used your SafeDrop portal will show up as a "guest" client on your Clients page. To help manage your business contacts, you can click on any entry on the Clients page, and assign them to their relevant tag or groups.
Which Client Portal Is Right For Your Business?
There's no doubt that using Foyer to create a client portal is a more flexible option than Dropbox. But if you're a heavy user for other Dropbox features like video editing, and you just need to collect documents from clients, Dropbox could work great. If it works well and your also a lawyer, check out our recent blog post on "Is Dropbox Secure For Lawyers (5 Reasons Why)"
But, for many businesses, even though a Dropbox client portal could work, it is not enough. You'll likely need a dedicated secure client portal. Foyer offers all the essentials (secure file sharing, client messenger, email notifications, 2FA) for a low price of $10 per month per internal user. Onboard your business or contact us directly and we can help you get started.
Hopefully, you found a solution here that works for your business. If not, contact us and we could provide some suggestions.
