04 Aug 2016

Stay Cool at 341(a) Meetings with Dropbox

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Ever find yourself spending long periods of time printing or downloading documents for your next 341(a) meeting? We’ve all been there. This month, check out Dropbox, a quicker and easier solution to keep documents accessible so you can keep cool at your 341(a) meetings.

Dropbox is a web-based online storage and file transferring service that allows you to quickly and easily transfer your files from your desktop or web software application to the laptop that you are bringing to your 341(a) meeting.

Worried about security? Don’t be! Dropbox encrypts all files and is compliant with the security regulations set forth in the Chapter 7 Handbook.

Learn how to transfer your files for 341(a) meetings below!

Set Up Your Dropbox Account – It’s Free!

To get started on Dropbox, you first need to get a Dropbox account, which is totally free. To set up your account:

  • Go to Dropbox.com.
  • Click “Create an Account.”
  • Fill in your details and click “Create.”
  • Verify your password with the email you used to sign up.
  • Sign in to your account on Dropbox.com.

Transfer Files for 341(a) Meetings

There are 2 ways to access Dropbox – either locally or through your web browser. Check out how to transfer files via both methods below:

Access Dropbox Locally

Did you know? You can transfer files from one computer to another (or store files in the Cloud) using the Dropbox Desktop app. The app allows you to access and download all of your cloud-stored files locally on any computer that has the app installed.

To install the Desktop app:

  1. Visit this page and download the installer.
  2. Open the downloaded file and double-click the Dropbox icon to begin installation.
  3. When prompted, log in using your Dropbox account.
  4. That’s it. Start using the Dropbox folder just like any other folder.
    Dropbox-Desktop

To transfer files from your desktop computer to a laptop:

  1. Drag and drop documents into the Dropbox folder from your desktop computer.
  2. Log into your laptop and open the Dropbox folder (make sure the Dropbox app is installed on your laptop using the above instructions). Check that the documents have a green check mark on them, which means they are synchronized and able to be used offline.
    checkbox

And that’s it! All your documents will be available to you for use during a 341(a) Meeting (or any place else).

Access Dropbox Through Your Web Browser

To access Dropbox through your web browser, follow the instructions below:

  1. Open your web browser and go to www.dropbox.com. Log in using your user ID and password, then click “Files” along the left-hand side.
    Dropbox-Files
  2. Use the icons at the top of your screen to easily create folders and upload documents. Hover over each icon for a description of what it does.
    Dropbox-Icons

Once files have been uploaded, they are available to be accessed from any computer – just log in through any web browser! All your documents that you have uploaded for a 341(a) meeting will be accessible in a flash!

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