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EzzyBills User Guide

Export to Dropbox

Updated

Overview

Process documents in EzzyBills and automatically send the same documents to Dropbox.

Export to Dropbox from EzzyBills

  • Create a custom workflow in your EzzyBills account, ensuring that the workflow include the task “Export Dropbox”.

Generally, place this task after the accounting software exporting task – see screenshot below.

After this workflow is created, any invoice that you upload using this workflow will be exported to your Dropbox “EzzyBillsExport” folder.

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