OptimiDoc Server Help Center
OptimiDoc Server Help Center
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Dropbox Destination

The Dropbox destination uploads scanned documents to a folder in a Dropbox account using OAuth 2.0. Authorise OptimiDoc once and scans are delivered automatically -- refresh tokens keep the connection alive without periodic re-authorisation.

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How It Works

Dropbox is a delivery-only destination. OptimiDoc uploads each output document to the folder given in Path. Authentication uses OAuth 2.0 through OptimiDoc's built-in Dropbox application, so you do not register your own app or enter client keys -- you only authorise access.

Since release 26.07, OptimiDoc requests and stores a refresh token, so the connection survives access-token expiry and keeps delivering without manual re-authorisation. The folder path is normalised automatically to the form the Dropbox API expects.

Configuration

Setting

Description

Path

Target folder in Dropbox (e.g. /Scans or /Documents/Incoming). Created automatically if it does not exist.

Filename placeholders can be used in the path to organise uploads (e.g. /Scans/{user}/{date}). See Output Options.

Authorising the Connection

  1. Enter the Path and Save the destination.

  2. Re-open the destination. An OAuth Authorization card shows the current status (Not authorized or Authorized).

  3. Click Authorize. OptimiDoc redirects your browser to Dropbox's consent page; after you grant access you are returned to OptimiDoc and the tokens are stored with the destination.

  4. Once authorised, use Test Connection to confirm access. Test Connection is hidden until the destination is authorised.

Use Re-authorize to refresh access, or Revoke authorization to clear the stored tokens. Revoking removes only OptimiDoc's local copy of the tokens -- the remote provider is not contacted -- and leaves the Path intact, so the destination simply returns to the Not authorized state until you authorise it again.

Best Practices

  • Use a shared Dropbox folder if several team members need access to the scanned documents.

  • Include {user} or {date} in the path to keep uploads organised.

  • Monitor the account's storage quota so uploads are not rejected.