As we noted in a previous blog post, OfficeDrop can now be integrated with FreshBooks with the OfficeDrop-FreshBooks app. We are very excited about helping people with their online billing, and others are starting to take note of the convenience this integration provides.
For example, we recently caught the eye of WebWorkerDaily, a resource site which is part of the popular GigaOM network and provides tips, news, and guides for people in web-focused careers.
We were fortunate enough to be featured on WebWorkerDaily in a post by the talented Aliza Sherman, who explained the notable features of both OfficeDrop and the FreshBooks integration. We especially liked her real-world examples that noted the benefits of a graphic designer attaching images right to an invoice, or a freelance writer sharing drafts with clients so that they can see progress right from the bill.
Since WebWorkerDaily is a great resource for the digital workforce, we are proud to have our very own article to join the ranks of pieces geared toward promoting productivity and making online careers easier.
Thank you to Aliza and WebWorkerDaily for spreading the word about OfficeDrop and our new FreshBooks integration!
OfficeDrop already has an integration with Evernote (see our first blog post about it here), but now organizing your paper and digital documents using the two services just got even easier! Come, visit us at the Notable Tech Event today in San Francisco to learn all about this. If you can’t make it, no worries. Just read on.
With this new feature, you can now link entire OfficeDrop folders to any of your Evernote notebooks. This means that paper scanned into your OfficeDrop account that you put into linked folders will automatically be available in the Evernote notebook that you’ve linked to it. As always, documents labels carry over, maintaining all of your organizational work.
You can link folders to notebooks, simply by using the “Link to Evernote” action in the context menu for a folder. Once linked, the folder has the evernote icon next to it to signify that the folder is linked to a notebook.
Folder linked to evernote
You can view all the linked folders and a log activity with Evernote for documents in those folders from the Addons page
List of linked notebooks and activity log
With OfficeDrop and Evernote, it is now even more easier to stay organized and never forget a thing!
We are very excited to announce that OfficeDrop has integrated with FreshBooks by creating our very own online document management FreshBooks add-on! FreshBooks has compiled a sizeable list of add-ons and we are honored to lend our services to make their online billing service even more helpful. This integration merges the accessibility of your OfficeDrop documents with the convenience of FreshBooks online invoicing. With the OfficeDrop add-on you are able to append a link to the notes section of any FreshBooks document which allows recipients to view and download any selected group of documents in your OfficeDrop account. All of your documents are just one click away from Freshbooks for you and your clients.
For example, with the OfficeDrop integration, a FreshBooks user could attach a projected project timeline and scope of work to a FreshBooks estimate she sends to a prospective client. Her client can easily click on the OfficeDrop link embedded in the Freshbooks estimate and view the timeline and the contract - and the client can full text search within the contract and download it as a PDF.
Freshbooks users will also be able to attach entire folders from OfficeDrop to Freshbooks items. With OfficeDrop’s search feature Freshbooks users and clients will be able to search all the documents to find the specific item. OfficeDrop’s snippit views make it easy to find specific information in files or preview things like purchased photographs or artwork.
Some other great things possible with this integration include the ability to attach:
Scanned paper or emailed receipts to invoices
Project timelines to an estimate
Contracts to an estimate
Photos or artwork to invoices or clients
Word documents to time entries
Or even entire folders of documents and files to all sorts of Freshbooks stuff!
See how it works for yourself in the following tutorial videos we produced covering the integration:
Linking OfficeDrop documents to a FreshBooks invoice:
By linking OfficeDrop folders and documents to an invoice, clients can easily access, download and search any relevant documents.
First you will need an existing FreshBooks invoice or other document that you would like to link with OfficeDrop. Once this is done, log into your OfficeDrop account and locate the folder you would like linked to the FreshBooks form.
To do so, click the small triangle to the left of the folder to bring up the folder actions menu. From there, move down to the options listed under “Link to FreshBooks.” Select the document type that applies (Invoice in the video use case) and you will be shown a list of the designated FreshBooks documents you have created. Then select the document(s) you would like to link the folder to and decide whether this will be a private (recipient will need your username and password to view) or public link (anyone with the link can view). We recommend public link if you are sharing the document or folder with a client. Finally, you can either click “Append to Existing Notes” to add to notes already on the FreshBooks document, or “Replace Existing Notes” to replace them. The link to the shared files will appear in the notes section of the Freshbooks item; this is why you have to choose how to put it into the notes. The system will alert you of the link and the only step left is to return to FreshBooks and send the document to your client, complete with a secure link to the designated OfficeDrop documents.
Setting Up Integration
Step 1: Enabling FreshBooks API
FreshBooks API must first be enabled to start linking OfficeDrop documents.
To do this, log into your FreshBooks account and click “My Account.” From there, click the tab labeled “FreshBooks API.” The last step is to check the “Enable API” button, and you’re ready for the second step.
Step 2: Authorizing OfficeDrop for FreshBooks Integration
The second step in is to authorize your OfficeDrop account to interact with FreshBooks.
First, log into your OfficeDrop account and from the home screen select “tools.” On the resulting screen, there will be a menu on the left with a link to “Add-ons.” Click the Add-ons link, and from there move below the Evernote add-on to the space reserved for FreshBooks. Here you will have to enter your unique FreshBooks URL. You can find information on where to find this URL here. Click “Authorize OfficeDrop” and you will be asked to enter your FreshBooks username and password. Once finished, just click “Allow Access” and you will be able to start linking OfficeDrop documents to FreshBooks invoices, expenses and more.
We hope you utilize our new add-on and enjoy the ease and convenience of FreshBooks online billing with OfficeDrop document management.
Brent Frei, co-founder of Smartsheet.com, and previously the CEO of Onyx Software wrote a piece for VentureBeat on the coming battle of “software portals.” Brent is discussing how businesses are becoming more and more comfortable using cloud based software, and believes that certain software providers (SalesForce, Intuit and Google) will become the dominant platforms where small businesses purchase all of their software products and services. Basically, different online software companies will develop integrated products that run on and are sold through specific large company cloud/distribution platforms.
As Brent discusses the Intuit Workplace and suggests small businesses “Round out your … Intuit Workplace with Document Management from OfficeDrop.”
The Virtual Legal Assistant
The Virtual Legal Assistant mentions OfficeDrop as a great way to get your law office organized for the new year. They suggest that OfficeDrop is a good solution for the “solopreneur” looking to manage a reasonable amount of paper documents.
We’re all looking forward to the New Year here at OfficeDrop, but have found ourselves thinking back on the events of the last 12 months. To bring closure to the passing year, we’ve compiled a list of the top 9 most helpful/ popular blog posts of 2009.
Google brought about a new level of business advertising with the new QR code. We showed you how to scan your code and spread your business. You’ll be sure to see more of the QR code in 2010.
OfficeDrop makes storage of your tax documents easy and hassle free, but how long are you meant to hang on to this information? This post was especially popular and will become especially helpful come April.
Apple’s new OS made document scanning easier by allowing you to scan, view and correct files through the image preview. In this helpful blog post we provide a video informing you of how to get the most out of document scanning with Snow Leopard.
Going paperless is both productive for your office, and friendly toward the environment. In this blog post we’ve provided you with some important steps to move you in a paperless direction.
In our ‘count your documents’ series of blog posts, we help you answer the question “how much paper do I have?” You can use these guides to determine the paper count in your boxes, shelves, cabinets and unbound paper.
There are a lot of ways to store your digital documents. This post will give you a price breakdown of each option, and description of when each is most effective.
Some big news of ‘09 was the launch of Documentscanningservice.com. Powered by OfficeDrop, Document Scanning Service is a free resource for those who want to know all the facts on document scanning.
At OfficeDrop, we are really happy to have integrated with Evernote. With OfficeDrop and Evernote, you can get to your scanned documents without an internet connection. Find out how to use OfficeDrop and Evernote!
These days, mobile access is huge. OfficeDrop offers a mobile optimized web page so you can access all of your documents on the go on your iphone.
Those are our top nine of ‘09. Hope you found them helpful. Let us know your thoughts on OfficeDrop, blog topics, or the past year by commenting below!
Congratulations to our integration partner, Evernote, who has just announced a $10 million venture capital fund raise! Evernote is a great application and we’ve enjoyed working with the team there. In May, we announced our integration partnership where we help their customers digitize/store paper. The blog TUAW just did a great interview with Phil Libin, the CEO of Evernote; check it out!
Deb Lee, a well known professional organizer, recently posted an interview she had with me (Healy Jones, marketing guy @pixily) on OfficeDrop and ScanDigital’s collaboration to help small businesses and consumers scan their documents AND photos. Check out Deb’s interview and the discussion on OfficeDrop and ScanDigital here!
ScanDigital Offers Special Pricing to OfficeDrop Customers for Photo, Slide, Negative, Video and Reel to Reel Film Digitization
At OfficeDrop, we understand your desire to reduce clutter and take advantage of the convenience of digital file conversion to preserve and protect your important documents. That’s why we are pleased to partner with ScanDigital, the photo scanning and photo preservation expert. ScanDigital offers a simple, speedy and safe photo and home movie transfer service that allows you to preserve your most important memories. ScanDigital has received some impressive press, having been features in Inc. Magazine, Redbook and Reader’s Digest. As part of our partnership, ScanDigital is offering OfficeDrop customers up to a 10% discount on photo conversion services. Use the coupon code PIXILY10 to receive this special discount!
Similar to OfficeDrop’s easy-to-use document scanning and document management service, ScanDigital does all the grunt work for you. Simply place your order online and ship your photos to ScanDigital with a UPS label generated on ScanDigital’s web site – ScanDigital does the rest. Everything is secure and fully trackable with ScanDigital’s EssentialTracker System. For photos, the company will scan and optimize them with editing software to crop, color correct, and remove red eyes. Your pictures are uploaded to your own custom online gallery on ScanDigital’s site where you can share them with your loved ones and can order reprints and other print products, and the originals and the digital files are returned to you.
Why we are excited to partner with ScanDigital to offer you photo scanning services
Speed: ScanDigital guarantees the fastest turnaround time in the industry. Most orders are completed in less than one week!
Commitment to Security: Like OfficeDrop, ScanDigital is committed to keeping your photos secure. ScanDigital operates from one central facility in Los Angeles. ScanDigital’s proprietary EssentialTracker system coupled with an integration into UPS ensures materials are fully trackable from start to finish.
Superior Professional Technicians: ScanDigital has developed top of the line technology to scan and edit photos, negatives, and slides. The company only use highly trained professional to process orders.
Easy-to-use Process: ScanDigital’s online process is simple to use and the company’s world-class customer service team is always here to help you with any questions.
Online Gallery: ScanDigital is the first and only service to give you your photos on CD/DVD as well as in your own free and unlimited online gallery. You can organize your photos, share with loved ones and order reprints and other great photo products.
Visit ScanDigital learn more about ScanDigital and take advantage of the discounts offered to OfficeDrop’s users. We think you’ll love the benefits of converting your old photos into shiny new digital files!
We are very excited to announce that OfficeDrop’s award-winning document management service is now available through the Intuit App Center. The Intuit App Center is powered by Intuit Inc. Through the Intuit App Center, small businesses will be able to find tested and proven third-party software applications. For a solution that was especially built with small businesses in mind, we are incredibly excited to be associated with one of the most trusted brands for small businesses.
What makes this partnership especially cool is that, OfficeDrop now integrates with Quickbooks data through the Intuit Data Services (IDS) API. For starters, when you share documents or folders from OfficeDrop, we automatically lookup the email addresses of your Customers and Vendors from Quickbooks, to make the sharing easier. Here is a screenshot that illustrates this.
Share using Quickbooks
If you are a QuickBooks user who is new to OfficeDrop, you can watch this 2 minute video to know what makes OfficeDrop the preferred document management and document scanning service for small businesses.
OfficeDrop is excited to announce a webinar for Professional Organizers who are looking to better help their clients organize their paper. Paper documents and files are one of the most challenging aspects of any organization system. The OfficeDrop electronic file management system converts paper files into text-searchable digital documents - included in the price, OfficeDrop handles the difficult job of scanning paper files and converting them into digital PDF files. OfficeDrop’s award winning online document management service is an easy, quick and affordable paper management solution for consumers and small businesses. Learn how OfficeDrop integrates with a Professional Organizer’s business and how OfficeDrop can generate affiliate revenue for organizers.
In this webinar, we will discuss:
the basics of how the OfficeDrop service works - the paper mail in system, our document scanning system and more
how your clients can get their paper piles into the document management system
how document labels can help them make order out of their paper chaos
the advantages of the OfficeDrop search feature, and how it will help clients quickly and easily find the information/document they are looking for
how you as a Professional Organizer can develop a recurring relationship with your clients and how you can not only help them keep organized every month but how you can earn money every month they are using the system.
Including questions this paper management webinar should take just under 30 minutes.
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OfficeDrop’s Document Management and Document Scanning Service Blog
OfficeDrop, formerly Pixily, helps small businesses and home offices go paperless and manage their paper and digital documents online. OfficeDrop provides document scanning services and an award-winning online digital filing system. In this blog, we’ll discuss cool ways customers are using our service to tame their paper problem and get organized. We hope to share tips and tricks we are learning as we scan, image and digitize documents for our clients. We’ll also highlight new features in our digital filing system, let you know what the press is saying about us and keep you up to speed with the goings-on at OfficeDrop!
Congratulations to our integration partner, Evernote, who has just announced a $10 million venture capital fund raise! Evernote is a great application and we’ve enjoyed working with the team there. In May, we announced our
