- Products
Client Portal
Deliver a branded client experienceMessaging
Communicate with clients securelyInvoicing
Invoice clients and get paidTasks
Assign tasks to clients and stay organizedContracts
Create contracts and request eSignaturesFile Sharing
Share and organize documentsForms
Streamline data collectionStore
Make online storefronts
Features - Solutions
- Resources
- Pricing
Create folders and files in Dropbox when new files are uploaded for clients in Copilot
This automation streamlines your workflow by automatically generating folders and files in Dropbox each time new files are uploaded for clients in Copilot. It ensures that your client-related documents are not only organized but also readily accessible in Dropbox, thereby enhancing the efficiency and speed of your client service.
