Team Getting Started Guide

User Manual:

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Page Count: 9

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Meet your
team folder
Connect a
personal Dropbox
Share with
groups
Collaborate in
Microsoft Office
Add team
members
Learn how to get started with your team
Meet your team folder
The team folder is a centralized place for the files your whole
company needs. Files in the team folder appear on all your
coworkers’ computers and devices. When someone updates a file in
the team folder, everyone automatically gets the latest version.
On Windows or Mac
1. Find your team folder (named after your company) inside the Dropbox
folder on your computer.
2. Drag and drop files and folders into your team folder to add them.
Add files and folders to the team folder
WINDOWS
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MAC
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On dropbox.com
1. Sign in to dropbox.com.
2. Go to your list of files and folders, and click the name of your team folder
(named after your company) to open it.
3. Click the Upload button button from the very top of the window.
4. A window will appear. Click the Choose files button and then select the
file(s) on your computer that you’d like to add to your team folder.
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Connecting a personal Dropbox to your work account makes it
easier to organize your stuff. You can share spreadsheets from
your work Dropbox and vacation photos from your personal
account, flipping between both in a single click.
Connect a personal Dropbox
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On dropbox.com
1. Sign in to dropbox.com.
2. Click on your name at the top right corner of the page to
open your account menu.
3. Select Settings.
4. Click Connect under Connect your personal Dropbox.
You’ll then walk through how to sign in to both Dropboxes
on a computer or mobile device.
1. Sign in to dropbox.com.
2. Click Team tab on the left-hand side.
3. Click the Groups tab next to Members, then click Create group.
4. Give your group a name, and click Create group.
5. Click Add members, and enter the email addresses of the people you
want to invite.
Groups let you quickly share files and folders by department, role,
or project instead of adding each person one-by-one. Have a new
employee? Add them to the right group, and they’ll quickly get access
to the files and folders they need.
Share with groups
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Create a new group
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1. Sign in to dropbox.com.
2. Go to your list of files and folders, and select the folder you want to
share by hovering the cursor over the folder’s name.
3. Click Share, and then select Invite people to collaborate...
4. Enter the name of the group you want to invite.
5. Add a personal message if you’d like, and click Share folder.
Share a folder with a group
The badge puts Dropbox sharing tools right inside your Word,
PowerPoint, and Excel files. In addition to sharing links and
version history, it tells you when a coworker opens or edits a file
youre working on, and helps everyone get the latest version.
On Windows or Mac
1. Open any Word, Excel, or PowerPoint file stored in your Dropbox.
2. You’ll see the badge along the edge of your document window. Click on
it to see who’s viewing or editing, update to the latest version, or share
the file.
Collaborate in Microsoft Office
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Now that you know the basics, you can bring
more people on board. It’s easy to add members
and get everyone on your team working together.
Add members
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On dropbox.com
1. Sign in to dropbox.com.
2. Click Team tab on the left-hand side.
3. Click Invite people, and enter the email addresses of the people you
want to invite.
Great! Your team is ready to roll!
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See more tips and tricks
Check out our Help Center to learn how to share outside your team, collect
files from anyone, and use other advanced features.
Secure your accounts
Our Security page has helpful info on how you and other team members
can protect your accounts.
Need even more?
Dropbox for Business gives your team better control, additional storage,
and even more ways to collaborate at work.

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