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Dropbox Setup

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Updated: 2023-01-16 08:25:32
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Introduction

  • The Approach to this Article is consistent with our Standard System and Procedure.
  • Every Client is required to have a space in the “Cloud” to “Park” their documents.
  • All Clients are required, in accordance with our General Rules of Engagement, to maintain and use a system for filing documents in a structured fashion.
  • The fees quoted is based upon the assumption that this Standard System and Procedure is followed.
  • Some Clients use iCloud and other means.
  • One such system used by Clients is “Dropbox”.

Substance of Article

  • This is highly efficient and ensures costs are kept down.
  • It avoids the need to raise addition fees where this process is not followed.
  • As a result, Avar will not take ownership or any responsibility for the Client’s document.
  • This applies to before, during and after the engagement.
  • Furthermore, every piece of work done and the documents generated by Avar is put on Telegram for the Client to manage.
  • This is where information and documents are shared with Avar. 
  • The folder structure is mutually agreed and then setup with our Guidance including the following convention:
    • “URN – Full Name – Accountants” .
    • “URN – Full Name – SATR”.
    • URN (Unique Reference Number) will be given to you by Avar on the outset. 
    • Click here to see what the URN is and why it is used.   
    • The remaining folders are mutually agreed.
    • You are advised to download and backup your Telegram folders in a separate folder.
    • This should be done at least monthly.
    • In the event of disengagement you will be given 7 days to download all telegram history..
  • Folders are a matter of your choice, other than the ones requested by Avar.
  • Avar is willing to create all the necessary folder structure for “auto-pilot”.
  • It is mandatory where Avar have retained as “Business Managers” that the folder is setup with your agreement to Avar requirements to maintain low costs.
  • If you need any help in setting this up, please contact a member of the Avar Team. 

Link to Previous Articles:

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Useful Link(s)

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