Using Dropbox, Box or OneDrive as a virtual network
Dropbox and its competitors are increasingly popular, not only for storage but as virtual networks to allow smaller offices the benefits of a server and enabling larger companies to share files on the go. This video provides step-by-step instructions on the best ways to structure Dropbox to maximize the benefits of using and sharing Answers, Master Lists, Sets, and saved Q&A Tables across the cloud on a virtual network.
Please note that we do not recommend Box as a solution; it's need for programming deep in the Windows OS in order to set common paths is 15 years behind the times and represents a risk to operations.
Transcript:
Many of the people using the form tool in Docsara are also using Dropbox or other cloud sharing systems to make all of their the form tool Docsara files accessible from multiple computers.
I'll show you how to set up Dropbox so that you can do that and the same thing should apply to other cloud based sharing systems as well. After installing Dropbox, you'll find this icon at the bottom of your screen.
If you right click on it and click this gear icon, then choose preferences, you'll get into the Dropbox preferences screen.
Click on account up at the top to get to the account page. What we're going to do is change the location on your local computer where Dropbox saves its files.
The reason we have to change it is because this location, in order for the form tool to share files amongst different computers, it has to be identical on each of those computers.
Since this location exists on my c drive in the Scott folder, it would be different on someone else's c drive. So we're gonna make that location a generic location that I can duplicate on every computer that needs to share the form tool files.
So I'll click the move button here and I'm going to choose to move this location into my C drive. If you wanted to put it in a deeper folder that would be fine, but I want to just put mine into a C dropbox folder. I'm just selecting the C drive here and when I click Okay, Dropbox appends Dropbox to the end of the path. This is going to create a C: dropbox folder.
I click Okay and it copies all of the files that used to be in C:userScott dropbox into C:dropbox.
That's great because now I have a generic path here that I can duplicate on every other computer that needs to share the form tool files.
Click Okay on this computer and then repeat those steps on every other computer where you need to share the form tool or Docsoroff files.
After changing that location, you'll find that your Dropbox folder button here, along with the shortcut on your desktop, have been redirected so they'll now open the new location, see Dropbox.
The second step is to let Doxera or the form tool know where it should be saving its files.
This is going to determine where things like answer files and q and a tables that you've saved get stored. It's not gonna have any effect on where forms that you've created are being stored. This is just affecting Docsir on the form tools own internal files.
To change that path, I'll click options, path.
This is the default path where the form tool in Docsoron saves its files, but I'm going to change that to the new Dropbox location so that all those files and settings will be shared with multiple computers.
To change that path, click the browse to folder button and I'm going to choose on my computer on the C drive that same Dropbox folder that I created earlier and click okay.
The form tool has appended its own tag to the end of that, that's just fine.
Click okay.
It asks if I want to copy my current files to the new location.
You should make a decision here.
Which of the computers that you're linking together contains the most valid set of answer files, Q and A tables, and settings.
That's the computer from which you want to click yes at this point.
If you're setting up another computer and it does not contain a current set of answer files and other settings, then for that computer you would click no at this point. I'm gonna click yes because this computer does have a good full set of answer files and other data.
And it copied that information to the Dropbox location.
And now if I repeat those same steps under options path on each of the other computers that need to share this information, everything will work. By following these simple steps, you'll get the greatest benefit from Docsara, the form tool, and your virtual network.
Runtime 4:50
tags:OneDrive, One Drive, Dropbox, Drop Box, virtual server