Many teams use Dropbox to share documents, whiteboards, and other key strategy and design information. If you are one of them, you want to be able to reference that information in Aha! Ideas directly. Our Dropbox integration makes it easy to keep everyone on your team in sync and ensures that Aha! Ideas displays the latest version of your information.
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Prerequisites
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Link accounts
Any user in your Aha! account can connect their Dropbox and Aha! accounts easily.
To get started, select the Attach files icon on the Aha! record you want to modify.
From there, you will see an option to attach a file from several platforms. Select Dropbox, then select Link Account.
You will need to log in to your Dropbox account and give permission for the integration. Once you grant permission, the accounts will be linked.
Integration features
All of the storage service integrations (like Dropbox) are managed on a per-user basis. This means each Aha! user can log in to their Aha! account, go to Settings ⚙️ → Personal, and enable the integration for themselves.
Once you have linked the two accounts, just select any files you want to attach and you will see a thumbnail of the attached document immediately.
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We created this integration so that you can minimize hassle and distraction when you are thinking about your work. So if you attach multiple files in your Aha! account, you will be able to open and view them without ever leaving the Aha! attachment preview.
Note: Your Aha! account will show a preview of your attachment to every Aha! user who can see the record — even if that person does not have permission to view or open the attachment in Dropbox. To disable document previews, navigate to Settings ⚙️ → Account → Security and single sign-on → Document previewer control. This will disable document previews for all storage services integrations.
We also created this integration with your data privacy in mind. Any file storage system (like Dropbox) that you connect to your Aha! account will not be able to access any of your Aha! account data.
Unlink accounts
You can unlink your Aha! and Dropbox accounts two ways.
To unlink just your personal Dropbox account, go to Settings ⚙️ → Personal → Storage Services. You will see a button called Unlink Account beside the Dropbox logo. Select that button to unlink your account.
The next section will discuss unlinking Dropbox for every user in your Aha! account.
Disable integration for all users
Additionally, if you are an administrator in your Aha! account, you can disable the Dropbox integration for all users in your Aha! account. Go to Settings ⚙️ → Account → Security and single sign-on → File storage control. Once you do, the Dropbox option will not appear in the Attach Files modal.
Uncheck the box and click Update storage integration to save your changes.
If you get stuck, please reach out to our Customer Success team. Our team is made up entirely of product experts and responds fast.