OfficeDrop

Attach documents to practically anything in FreshBooks

FreshBooks users that have been looking for a way to attach documents to their invoices, estimates and expenses, will find OfficeDrop to be the perfect complement.  OfficeDrop lets you place links to your uploaded documents, and document folders, directly into the notes of your FreshBooks items. Your clients will be able to view their invoices, and click on links to related documents right on the invoice itself.

How it Works

To get started, first create your invoice or estimate in FreshBooks as a draft. Before you email it out, login to your OfficeDrop account, find your document and select the FreshBooks item you’d like to assign it to; be it an invoice, estimate, expense or time log entry. You can then append your link to existing notes, or replace it with a new note of your own. When the invoice or estimate is emailed to your client, a link to view the document will be visible in the notes field.

OfficeDrop - summed up

OfficeDrop is a document service that helps you manage your documents online. Scan your documents and upload them to your account, or mail them your documents and take advantage of the document scanning service. OfficeDrop not only makes it easy to maintain a paperless environment and backup your documents, its search functionality makes it a great tool for managing your company records.

What other FreshBooks add-ons does it connect to?

No further connections are available for OfficeDrop at the moment.

Getting Started

To get started with OfficeDrop, sign-up for an account by clicking on the Get Started button at the top of the page. You can connect to the FreshBooks integration through any OfficeDrop account. There's even a free one-month trial!

Once you have your OfficeDrop account, take the following steps to setup the integration:

1. Login to your OfficeDrop account.
2. Select Tools in the top right corner.
3. Click on the Add-ons link on the left navigation menu.
4. Enter your FreshBooks sub-domain and click on the Authorize OfficeDrop button.
5. You will be redirected to an authorization page. Enter your FreshBooks Username and Password and click on the Allow Access button.

You should be re-directed to your OfficeDrop account and now be setup to send document links into FreshBooks.

How do I attach a document to my FreshBooks items?
What kind of documents can I attach to FreshBooks?
Where can I find my API URL and Authentication Token?

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