Dropbox Sharing Methods: Real-World Applications

Dropbox provides four main sharing methods—Shared Links, Shared
Folders, Dropbox Transfer, and File Requests—each tailored for specific
needs. Knowing which method to advise can save time, safeguard sensitive
information, and enhance collaboration.
In this module, you will reinforce that knowledge with the help of customer
scenarios.
Click on the first lesson below, or the Start Course button above, when
you’re ready to begin.
CUSTOMER SCENARIOS
Introduction & Learning Goals
Activity Overview
Jessica P. Rocha
Dropbox Sharing Methods: Real-World
Applications

CONCLUSION
Customer Call One
Customer Call Two
Customer Call Three
Customer Call Four
Customer Call Five
Customer call Six
Customer call Seven
Key Takeaways

Illustrative image - support agent chatting with a customer
Lesson 1 of 10
Introduction & Learning Goals
Welcome!
This module was created as a way to help
you refresh your knowledge around the
products you support here at Dropbox.

CONTINUE
Illustrative image - support agent receives a question from a customer
Before we jump in, let’s start with a bit of
background:
Imagine that a customer reaches out to
Dropbox support, unsure of the best way to
share files for their specific needs.

How would you assess if they should they
send a file transfer or shared link, invite
collaborators to a shared folder, or request
files from others?
As a support agent, understanding these
concepts ensures you can guide them to
the best solution — helping them stay
productive while making the most of
Dropbox’s features.

Illustrative image: man flinging sheets of paper into the air and across the office space - not the
best way to share files!
CONTINUE
Learning Goals

In this module, you will go
through customer scenarios which will
present different applications of the four
main sharing methods provided by
Dropbox:
Shared Links
1
Shared Folders
2
Dropbox Transfer
3
File Requests
4

Illustrative image - support agent concentrated on their laptop screen, studying.
By the end of this activity, you should
be able to:
(flip the cards to find out)
Advise customers
on the best file-
sharing option
based on their
needs.
1

Navigate
customer inquiries
with a problem-
solving approach.
Link the different
Dropbox sharing
methods with
their use cases.
2
3

TO THE ACTIVITY OVERVIEW
With the objectives in mind, let’s find
out next how you fit in — click the
button below to get started.

Lesson 2 of 10
Activity Overview
You are about to be exposed to a series
of real-world customer scenarios.
Illustrative image -
Customer agents in the
office working
Illustrative image -
Customers reaching out
to support
This is the structure behind each of them:

1
Different customers will reach out to
Support and ask for the best file sharing
option for their specific situation.
2
Your job is to pick the right answer from
the options provided.
3
If you do not know the answer or make a
mistake - don't worry! You are not going to
be punished or evaluated against.

4
If you choose the wrong option, you’ll get an
explanation of why it wasn’t the best fit.
In the same fashion, if you get it right, we’ll
reinforce why that was the correct
choice.
This activity will be an opportunity to test
your knowledge, and refresh it in case you
missed something.

Illustrative image - Work colleagues studying with their laptops
TO THE CUSTOMER SCENARIOS
If you feel ready to begin, press the
button below to start practicing!

Lesson 3 of 10
Customer Call One

Scene 1 Slide 1
Continue Next Slide
A Client Presentation
A customer reaches out to Dropbox
support to ask about the most adequate
sharing method for their needs.
CONTINUE

Scene 1 Slide 2
0 Next Slide
1 Next Slide
2 Next Slide
Hi! I need to send our
company’s presentation to
a potential investor. I want
them to see it but not be
able to edit or download it.
What’s the best way?
Sending a Shared Link
1
Using a Shared Folder
2
Organising a Dropbox Transfer
3

Scene 1 Slide 3
Continue End of Scenario
Great job!
The customer will be able to set the
Shared Link to view-only and disable
downloads to maintain control over their
content. We're good to go!
START OVER


Complete the content above before moving on.

Lesson 4 of 10
Customer Call Two

Scene 1 Slide 1
Continue Next Slide
Collecting Project Proposals
CONTINUE

Scene 1 Slide 2
0 Next Slide
1 Next Slide
2 Next Slide
I'm organizing a project and
need to collect proposals
from various vendors.
What's the most efficient
way to gather these
documents? A shared
folder, maybe?
Yes, recommend a Shared Folder
1
No, recommend a Shared Link
2
No, recommend a File Request
3

Scene 1 Slide 3
Great job!
Using a File Request is the most efficient
method. The customer can create a file
request with specific instructions and a
deadline, then share the link with all
vendors.
START OVER


Lesson 5 of 10
Customer Call Three

Scene 1 Slide 1
Continue Next Slide
Sharing a Large Video File
CONTINUE

Scene 1 Slide 2
0 Next Slide
1 Next Slide
2 Next Slide
Hi, I need to send a large
video file to a client. The file
is too big to email, and I
want to ensure they can
download it securely.
What's the best way to
share this file?
Using a Shared Folder
1
Sending a Shared Link
2
Organising a Dropbox Transfer
3

Scene 1 Slide 3
Great job!
With Dropbox Transfer, the customer can
upload their video and send the transfer
link to their client. The client will not need a
Dropbox account and the link will expire
after a set period.
START OVER


Lesson 6 of 10
Customer Call Four

Scene 1 Slide 1
Continue Next Slide
Team Collaboration
CONTINUE

Scene 1 Slide 2
0 Next Slide
1 Next Slide
2 Next Slide
Hi, I need to share a set of
files with my team, and I
want everyone to be able to
edit and add more files as
we work on the project.
What’s the best way to do
this in Dropbox?
Use a Shared Link
1
Use a Shared Folder
2
Organise a File Request
3

Scene 1 Slide 3
Great job!
Now the customer can invite team
members to their Shared Folder by sending
email invitations directly from Dropbox,
and everyone will be able to collaborate in
real time.
START OVER


Lesson 7 of 10
Customer Call Five

Scene 1 Slide 1
Continue Next Slide
Sending a Large Report
CONTINUE

Scene 1 Slide 2
0 Next Slide
1 Next Slide
2 Next Slide
Hey, I need to send a report
to my client. It’s a pretty
large file, and I want to
make sure they can
download it easily. I don’t
need them to edit it, just
access it quickly. What
should I use?
Use a Shared Folder
1
Use a Shared Link
2
Use Dropbox Transfer
3

Scene 1 Slide 3
Great job!
With a Shared Link, the client will be able
to access the file instantly. It is also
possible to set permissions like View only
or add an expiration date, if needed.
START OVER


Lesson 8 of 10
Customer call Six

Scene 1 Slide 1
Continue Next Slide
Sending Video Files to an Agency
CONTINUE

Scene 1 Slide 2
I’m working with an
external video production
agency and need to send
them a batch of large, high-
resolution video files —
some over 2 GB.

Scene 1 Slide 3
They’re not using Dropbox
and don’t need to
collaborate or make edits,
but I do want the delivery to
look professional and
secure.

Scene 1 Slide 4
0 Next Slide
1 Next Slide
2 Next Slide
I’m also trying to avoid
using up my storage quota
if possible. What do you
suggest?
Use a Shared Folder
1
2
3

Scene 1 Slide 5
Great job!
Dropbox Transfer is the right call when you
need to send large files securely without
giving editing rights or needing the
recipient to have an account.
START OVER


Lesson 9 of 10
Customer call Seven

Scene 1 Slide 1
Continue Next Slide
Receiving Legal Documents
CONTINUE

Scene 1 Slide 2
Hi. I’m coordinating with
several law firms and need
to collect signed documents
from each of them.

Scene 1 Slide 3
The documents are
confidential, and it’s critical
that each firm can only see
their own submissions.
Also, some of them aren’t
tech-savvy.

Scene 1 Slide 4
0 Next Slide
1 Next Slide
2 Next Slide
So I need something simple
— ideally, they can just
upload without needing a
Dropbox account. What’s
the best way to set this up?
Use a Shared Folder
1
2
3

Illustrative image - Customer agents in different offices looking at the viewer
Lesson 10 of 10
Key Takeaways
Thank you!

You have sucessfully explored
some customer scenarios and the
different uses of Dropbox sharing
methods.
From now on, whether a customer
requires ...
(flip the cards to continue)
... quick access with
a Shared Link

... seamless
collaboration
through a Shared
Folder
... a secure one-time
File Transfer
(Dropbox Transfer)

... you are now well-equipped to guide them
in choosing the best option for their
specific needs.
Congratulations!
... or an easy way to
collect files using
File Request,

You have reached the end of this module. You may
now close it.

Dropbox Sharing Methods: Real-World Applications

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