Quick Tip: Dragging Files Into DropBox

March 2016    Tags: Accounts Payable, Best Practices, DropBox, General Ledger, PracticeMaster, Tabs3 Billing, Trust Accounting

Did you know that you can drag files other than those generated via Tabs3 and PracticeMaster software into the DropBox? This can really come in handy when you are e-mailing multiple files of mixed origins to clients, co-workers, or other third parties; when you want to save related items together in a mutual location; and more.

Once all of the desired files are in DropBox, simply select the files and choose the desired option. If you want to e-mail a group of files in the DropBox, click the e-mail icon to attach all of the files to a new e-mail message. Alternatively, you can drag the icons into the new e-mail message. If you want to save all of the files to a mutual location, click the save icon; you will be prompted to save each file individually.

Note: Files that have been dragged into DropBox are not removed from their original location.