Checklist Form to Upload docs to DropBox

merrily

I have a form to collect data from Property Managers for each of my tenants. Each column is a document with a yes/no that will be checked on the form if the Property Manager uploads the document. Also on the form is a URL to the Dropbox folder where the documents are to be stored. When I trial the form it sends me to the dropbox folder, but doesn't fill out the grid with the yes/no responses manually input by the Prop Mgr.

I am trying to verify that each document type (lease, walk thru, etc) gets uploaded to the proper DropBox folder and that I have a way of tracking which tenants have complete documents on file.

 

Andrée Starå

Hi,

Here are a few options on how to structure it.

• Open the link to DropBox in another window/tab
• Fill in the form and then automatically open the DropBox folder
• Add the form to a dashboard together with the link and fill in and open the link at the same time

Would any of those options work?

Hope that helps!

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD