Dropbox

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

You can now easily submit your scans and documents by sharing them with us via Dropbox. Whether it concerns documents that Yuki needs to process or documents you want to archive yourself, submitting your documents is arranged in no time.

To submit scans and documents via Dropbox, follow these three steps:

1. Create Dropbox folders
2. Share folder with Yuki
3. Place documents in the correct folder (optional).

Step 1. Create Dropbox folders

To start, create a folder within your own Dropbox environment at a location of your choice (e.g. C:\Dropbox\<domain name>).

Yuki recognizes your administration by the folder name. Therefore, use the following naming convention for the main folder:

<administration name> (company) : <domain name>

TIP!

Would you prefer to use a different name for your folder? Then change the email address for documents in your administration profile within Yuki. 

Step 2. Share folder with Yuki

After you have created the folder, you must share it with the Yuki Dropbox account.

To share the folder with Yuki:

• right-click on the folder you just created in Dropbox

• choose Dropbox and then Share this folder...
  
  

  
  A Dropbox web page is opened:
  
  
  
• invite the user dropbox@yuki.nl here

• disable the option 'Allow members to invite other people'.

Add your unique verification code

You must enter your unique Yuki code in the invitation personal message field. Yuki uses this code to verify that this is a legitimate request from an existing Yuki customer.

Therefore, Yuki cannot approve the request without this verification code. 

To find this code in the domain:

• log in to Yuki

• click on the PO Box icon in the navigation bar

• in the now-opened screen, if necessary click on Submit

• then click on the Dropbox button
  
  
  

• in the now-opened screen, scroll down. You will find your unique verification code in the yellow bar.
  
  
  

  
  

When Yuki has checked and accepted your request, you will automatically receive a confirmation email from Dropbox.

Step 3. Place documents in the correct folder

By default, all documents you share via Dropbox end up in the 'To be handled by Yuki' folder. Do you want documents to be placed directly in the correct folder or on the correct tab in Yuki? You can control this using your folder structure in Dropbox.

Ensure that you give subfolders exactly the same name as the folders and tabs in the Yuki Archive. Example of a folder structure:

C:\Dropbox\<domain name>\Purchases (Folder)

C:\Dropbox\<domain name>\Purchases\Invoices (Tab)

C:\Dropbox\<domain name>\Purchases\Receipts (Tab)

Points of attention

• Automatically cleaned up: As soon as Yuki has successfully processed a file, the file is automatically deleted from your Dropbox folder. You therefore do not need to empty these folders yourself.
• File size: Files larger than 25 MB are not processed and are deleted immediately.
• Unknown folders: Files placed in an unknown (sub)folder are deleted for security reasons.
• Check status: Files that Yuki has successfully received can be found immediately as digital mail in your PO Box.

Need more help?

You can find more information about Dropbox and links to download Dropbox on www.dropbox.com.