Suite Dropbox

Hello,

Thanks for getting in touch. Please find our responses below:

(1) We need the client folder and default subfolders created automatically when a new Contact/Client is created.

• This is possible and will require customization.

(2) When uploading, the user will select a Document Type and our customization must dynamically choose the corresponding Dropbox destination folder.

• This is possible and will require customization. Users can select a Document Type (e.g., Driving License, Visa Documents, etc.) while uploading a document, and the file can then be automatically uploaded to the corresponding Dropbox folder.

(3) Documents also need to be optionally related to our Cases/Applications module.

• Possible. Right now it is not relate to Document module. Need to customize.

(4) Is the add-on source code available and customizable?

• Yes.

(5) Can we customize the Dropbox destination path programmatically?

• Yes.

(6) Can we use the Dropbox functionality from custom modules or the Cases module?

• Currently, the functionality is available only for the Accounts and Contacts modules. Extending it to custom modules or the Cases module will require customization.

(7) Can folder creation/upload methods be called from SuiteCRM logic hooks?

• Yes.

(8) Does the add-on use Dropbox OAuth refresh tokens/current Dropbox API?

• Add-on uses the Dropbox's App key, App secret and Generated access token.

(9) Will our customizations remain intact when the add-on is upgraded?

• Keep all your customizations recorded(for add-on Suite Dropbox). Once the add-on is upgraded, you will have to put back your changes.

(10) Does the add-on create SuiteCRM Document/Note records for uploaded files, or does it only display Dropbox files?

• Currently, the add-on does not create SuiteCRM Document or Note records. Uploaded files are stored directly in Dropbox.

(11) We need to customize the plugin so documents can be uploaded to different Dropbox subfolders based on a SuiteCRM "Document Type" field. For example, Passport documents should upload to /Clients/CL0001-John-Smith/Passport/ and Education documents to /Clients/CL0001-John-Smith/Education_Documents/.

• This requirement is covered in Response #2. It is achievable through customization.

(12) Is the plugin PHP source code fully available and can we customize the Dropbox upload destination/folder path?

• Yes. As mentioned in Responses #4 and #5, the complete PHP source code is available, and the Dropbox upload destination and folder path can be fully customized programmatically.

Please let us know if you have any further questions.

Thanks & Regards, Team Urdhva Tech.