Avaza's native Dropbox integration lets you attach files you already keep in Dropbox to tasks, task comments, invoices, estimates and bills. Avaza saves a Dropbox link to the file, not a copy. There's nothing to download and upload again, everyone sees the current version in Dropbox, and the file doesn't use your Avaza storage.

Attach a file

  1. Open the task, invoice, estimate or bill.
    On a task, click Add under Attachments. On an invoice, estimate or bill, click Add Attachment. In a task comment, click the paperclip in the comment box.

  2. Click Choose from Dropbox.

  3. Sign in to Dropbox in the popup, if it asks.

  4. Browse or search for the file and choose it.
    You can pick one file at a time, of any type: documents, spreadsheets, photos, videos or design files.

The file appears with a small Dropbox icon, and a thumbnail when Dropbox provides one. If the Dropbox window doesn't open, check that your browser isn't blocking popups for Avaza.

Open, share and remove linked files

  • View opens the file in Dropbox in a new tab. There, people can preview it, download it or comment on it, as Dropbox allows them.
  • Who can open the file depends on its sharing settings in Dropbox, for example anyone with the link, only people invited, or only your team. Avaza doesn't change them. See Dropbox's help on sharing permissions.
  • On invoices and estimates, attachments are visible to your customer, and on bills to your supplier. Make sure the link's settings let them open it.
  • Delete removes the link from Avaza. The file stays in Dropbox. If someone deletes the file in Dropbox, the link in Avaza stops working.

Files attached to tasks and task comments also appear in the project's Files view, with Dropbox thumbnails. See file management.

Who can attach files

  • Tasks: you need the Update task permission on the project. Administrators can attach files to any task.
  • Task comments: you need permission to comment on the project's tasks. A comment can have up to 8 files. See task discussions.
  • Invoices, estimates and bills: Administrators and Finance Managers.

Choose from Dropbox isn't available in the Avaza mobile apps. Use Avaza in a web browser to attach Dropbox files.

Keep your files in Google Drive? See attaching Google Drive files.