File Upload

TUTORIAL - FILE UPLOADS (link to download tutorial)

The File Upload feature in Visit Tracker uses Dropbox integration to allow all users in one program to upload files to a common Dropbox folder without all users having to open a DropBox account. Just 1 Dropbox account is needed.

• NOTE: Read-only Admins do not have access to File Uploads

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 SETUP: FILE UPLOAD CREDENTIALS

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 First thing is for the Main Admin to setup the File Upload capability by doing 2 things:

1. Inserting the Access Token code into the field provided
2. Set “Enable File Upload” to “Yes”

If you don’t have a Dropbox account, a link is provided on this page where you can register.

To get the Access Token, scroll to the bottom of this tutorial to the Generate an access token for your own account

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 ACCESSING THE FILE UPLOAD PAGE

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 All users will find the link to the File Upload section in 2 areas:

 HOME PAGE

 REPORTS PAGE

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 THE FILE UPLOAD PAGE

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The Main Admin will be the only user that can view all files that have been uploaded.

When a file is uploaded, the file naming structure is as follows:

• Timestamp + username + file name + file extension

Main Admin view

 Home Visitor and Helper Admin view

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Generate an access token for your own account

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Step 1. First of all, access your account, specifically in the reserved area where you can configure an App, from this address: https://www.dropbox.com/developers/apps/create

1. Create a new app and name it "VTW" 

 

 

 

2. Go to permissions and select the options below:

• files.metadata.write
• files.metadata.read
• files.content.write
• files.content.read

Don't forget to click "Submit".

 

 

 

 

3. Generate a new access token and set expiration to "No expiration" 

 

 

This will generate a long authentication code. Copy and paste code into Access token field in File Upload Credentials (this code is no longer visible when you come back again in this page, so you have to generate it every time you need a new one).