How do I convert my DropBox Folder into a Performance Report

This doc will walk you through how to enable Distributary to build your balance sheet and single source of financial truth. 

First, you may wonder why we need access to a DropBox or shared file folder? Private assets tend to be unregistered, and the terms which define economics and control are bespoke and most custodians don't offer services to interpret this information widely. To understand what you own, we've built simple models and analytic tools to translate private documents into a ledger, surfacing your rights and enabling you to include these private assets in your financial plans.

Share a Dropbox file or folder

On dropbox.com

  1. Sign in to dropbox.com.
  2. Hover over the file or folder you’d like to share and click the share icon (rectangle with an up arrow).
  3. Type "auto_advisor@distributary.io" , press enter to select this from the results
  4. Select "Can View"
  5. Add a note if you’d like, and check the checkbox if you’d like to Post this note as a comment.
  6. Click Share file or Share folder.

On the Dropbox desktop app

  1. Open the Dropbox folder in File Explorer (Windows) or Finder (Mac).
  2. Right-click or command-click the file or folder you’d like to share.
  3. Click Share….
  4. Type "auto_advisor@distributary.io" , press enter to select this from the results
  5. Select  "Can view."
  6. Add a message if you’d like.
  7. Click Share.

On the Dropbox mobile app

  1. Open the Dropbox mobile app.
  2. Tap the “⁝”(vertical ellipsis on Android) or “…” (ellipsis on iPhone/iPad) next to the file or folder you’d like to share.
  3. Tap Share.
  4. Tap Invite to file.
  5. Tap under Send to and type  "auto_advisor@distributary.io" 
  6. Tap to select Can view (view and comment but not edit),
  7. Tap Message (optional) to add a message if you’d like.
  8. Tap Share.
 
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