During the recent program “How to… Use Dropbox for File Management” (now available for free in the archives for CBA members) I received a number of great followup questions. Here they are, with my answers.
Q: My opposing counsel sent some documents to me in (I think) Dropbox and the email notice said access would expire after 48 hours. Is this common?
A: I can’t find any way to make a file expire via a link or shared folder in Dropbox. It must have been another service. I know in Hightail (fka YouSendIt) you can set a file to expire, as well as Acrobat SendNow – both popular services to share large files.
Q: Is it possible to use Dropbox to backup e-mail correspondence and folders, say from Outlook? I have been using Dropbox for a few months already but cannot figure out how could I achieve that. Thanks!
A: In MS Outlook you can set an automatic archive to save the .pst file to Dropbox. See these instructions: http://support.microsoft.com/kb/830119. You can do this for all folders, or just specific folders.
Another option is to use Adobe Acrobat Pro to save emails and/or folders to PDF and then save them to a local drive or to Dropbox. In MS Outlook 2010, if you have Adobe Acrobat X Pro installed, right click on an individual email or on a folder. In the resulting drop down menu you should see the option to “convert to PDF”. Just follow the instructions on the screen and set the save location as a Dropbox folder. Or click on the Adobe PDF tab in MS Outlook to set automatic archives for folders.
I prefer the PDF format to .pst because you can open a PDF with any PDF reader, whereas you can only open .pst folders with MS Outlook (or a third party viewer).
Q: Can we limit a shared file with a client to “read only”?
A: Whether providing a link to a file with a client, or sharing a folder of documents with a client, Dropbox does not offer a “read only” function. You can send a client a link to a file – versus sharing a folder with a client – and they can view the file OR download it. So, if they download it they can edit it – if you don’t protect it first. You can accomplish that by restricting the original file before you make it available to clients via Dropbox.
Before sharing a MS Word file in Dropbox:
In MS Word 2010 go to the “Review” tab and choose “restrict editing” and then choose “no changes (read only)” from the drop down menu, like this:
Before sharing a PDF in Dropbox:
In Adobe Acrobat X go to File – Properties and choose the “security” tab. Choose “password security” from the drop down menu and you will get this screen:
Under Permissions check “restrict editing…” and create a password (which will allow you to make changes, but not anyone else). Then choose if you want to allow printing or not, and keep the default “Changes Allowed: None”.
If you have older versions of these software applications you still can modify permissions, they are just in a slightly different place.
Q: I set up my own Dropbox account, and then my boss shared some doc’s with me via Dropbox. However, I can only access the doc’s he shared with me via a link in the e-mail he sent me. I cannot access them through my own Dropbox account. Does this make sense, and do you know how this may have happened?
A: This issue points to the difference between sharing a link and inviting collaborators to a folder in Dropbox. In order for you to see the files he puts in his Dropbox folder that he wants you to have access to in your Dropbox he must go to Dropbox (screenshots are from the web interface) and right click on the folder he wants to share with you. He will see this menu:
Then instead of choosing “share link” choose “invite to folder”. He will get a dialog box and will put in your email address and a note (if he likes). Then you will both have access to that folder. If he makes a change to any of the documents on his hard drive, and the folder is synchronized, then you will have access to the latest versions of the documents.
Do you have a question about Dropbox or another technology? Got something to add to the answers above? Let me know in the comments!