Top Producer^® 8i CRM: Attaching Documents with Google Drive and Dropbox

They are cloud storage solutions that let you store your files—documents, photos, spreadsheets, videos—all in one place and access them anywhere you go. You can also share your files with others and collaborate in real time, and any changes you make are automatically synced to all devices where you’ve installed Google Drive or Dropbox. Sounds good, right? See the Google Drive or Dropbox sites for more information or to get your free account.

1. In Internet Explorer, go to Tools > Internet Options.
2. Click the Security tab > Trusted Sites > click the Sites button.



3. In the Websites section, if you see https://www.topproducer8i.com, select it > click Remove.

That’s it! You can now attach files to your Top Producer CRM records.

1. Open a contact, listing or closing.
   • Contact: From the Contacts menu, click Contacts Summary > click the contact > click the Summary tab.
   • Listing/Closing: From the Listings & Closingsmenu, click [Listings/Closings] Summary > click the listing/closing > click the [Listing/Closing] Info tab.
2. In the Attachments section in the bottom right, click Attach > select Google Drive or Dropbox. (Contact example below.)



If you’re already signed in to Dropbox or Google Drive, the file chooser/picker appears (if not, just sign in first).

3. Highlight the file you want to link to the contact/listing/closing > click Select.

You’ll see a link to the file in the record immediately. It’s that easy!

To email links from a contact/listing/closing record:

1. Open a contact, listing or closing.
   • Contact: From the Contactsem> menu, click Contacts Summary > click the contact > click the Summary tab.
   • Listing/Closing: From the Listings & Closings menu, click [Listings/Closings] Summary > click the listing/closing > click the [Listing/Closing] Info tab.

2. Click Email All to email all documents linked to the record, or click the Email icon to email only 1 document. (Contact example below.)

   

3. The Compose screen appears, where you can compose the remainder of your message.

   

To email links when composing email:

• • In the Share file from section, click either Dropbox or Google Drive and select your file.

    

They are both cloud storage solutions that let you store your files—documents, photos, spreadsheets, videos—all in one place and access them anywhere you go.

The main difference lies in the access of your files. When you upload a document to Google Drive or Dropbox, a link is created so you can email/share the document. Dropbox links can be accessed by anyone who has the link, which makes it a good choice for collaborative teams. Google Drive links, on the other hand, are private and access must be granted in order to see them. This makes it a better choice for competitive teams or brokerages.

Yes! You can upload documents when composing email in Top Producer CRM (click Google Drive or Dropbox > Upload) and from within a contact/listing/closing record (click Attach > Google Drive or Dropbox > Upload).

Dropbox example:

Google Drive example:

No, you can attach as many files as you want.

Yes, currently any user that has a Top Producer CRM account and access to a Google Drive or Dropbox account can add or remove attachments.

Yes, you can attach files from any Dropbox or Google Drive account you have.

Yes, this means you can access the file not only from the listing or closing record, but also from the associated seller/buyer record.

No, the file is just unlinked from the contact, listing or closing record. It still remains in your online storage solution.

No, if you remove a link from a listing or closing record, the file will remain in the associated seller/buyer record, and vice versa.

No, any attachments will remain linked to the previous buyer. You’ll have to remove the links from the old buyer, and then add them to the new buyer.

No, you will have to attach these documents to the closing as well.

Yes! You can email links to your Google Drive/Dropbox files from a contact/listing/closing record and while sending email from within Top Producer CRM. See the Emailing Google Drive/Dropbox files procedure above for the steps on how to do this.

The Email All button will email all documents linked to the record, while the Email icon only emails the adjacent document.

Right after you select which links you want to email, the Compose screen appears where you can either modify recipients and/or compose the remainder of your message.

However, by default, the documents are sent to every email address you have specified for the contact (if emailing from a contact record) or primary seller (if emailing from a listing). If emailing from a closing, the documents are sent to every email address you have specified for the primary seller and/or primary buyer (depending on who you represent).

No, currently you can only attach documents and view them in Top Producer CRM.

This just means that you are currently signed in to another Dropbox or Google Drive account. Just open another tab in your browser, go to Dropbox or Google Drive and switch accounts.

Google Drive only allows users to see a file if the owner (i.e. the person who uploaded it to Google Drive) has granted them access. Just request access from the file owner in order to see the file.

See the above FAQ.

If you’re using Internet Explorer 11, you currently can’t attach your Dropbox files to your Top Producer CRM records. You’ll need to use another browser, such as Chrome or Firefox.

If you’re using Internet Explorer 9 or 10, two possible issues can occur when attaching files:

• When you select Google Drive or Dropbox in Top Producer CRM, you are continually prompted to sign in to your online storage solution even though you’re already signed in.
• You select a file from your online storage solution to attach to a record, but when you click Select, nothing happens.

To resolve these issues, it’s recommended that you use another browser, such as Chrome or Firefox to access Top Producer CRM.

If you don’t want to use another browser, follow these simple steps to fix the problem:

1. In Internet Explorer, go to Tools > Internet Options.

2. Click the Security tab > Trusted Sites > click the Sites button.

   

3. In the Websites section, if you see https://www.topproducer8i.com, select it > click Remove.

That’s it! You can now attach files to your Top Producer CRM records.