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Productivity

March 18, 2018 by Matt Benson

BOLD-Business-Blog
Web Design
Branding & Marketing
Entrepreneur
Productivity
Weekly Roundup
Behind the Scenes
Tools We Use to Run Our Business

As small business owners, we are constantly on the lookout for helpful new tools. After being asked what we use and why by multiple entrepreneurs, we thought we’d compile a list of everything we use in our business into a “toolbox” of sorts.  Some of the links below are affiliate links, but we use everything recommended on this page personally and stand behind it 100%. If you have questions about any of the products listed, please don’t hesitate to contact us at hello@boldbusiness.ca.


Website

GoDaddy – we use GoDaddy both for purchasing domains and hosting packages. After trying other sites for hosting, we’ve always come back to GoDaddy because of their excellent customer service.

WordPress – we build almost all of our client websites on the WordPress.org platform. It is user-friendly and allows our clients to customize and monetize their sites easily.

EnvatoMarket’s ThemeForest – ThemeForest is the number one place we get themes for clients. With over 10,000 WordPress themes, we are never been disappointed. EnvatoMarket also has CodeCanyon, VideoHive, AudioJungle, GraphicRiver, PhotoDune and 3DOcean.

Genesis Framework – this website, along with many other websites we have built use the Genesis framework. This is one of our favourite parent themes and fully customizable with hundreds of child themes to choose from. The streamlined backend of the Genesis Framework means our sites are much quicker than some heavy themes we have purchased in the past.


Marketing

Mailchimp – the email marketing platform we use for this site. With easy WordPress integration, a multitude of newsletter options, and a free option for up to 2000 subscribers, it’s an easy choice for us.

Boardbooster – after reading about Boardbooster from a ton of other bloggers, we tried it out for our business. It has quickly made it to the list of essential tools. In just one week after trying it out, we gained followers, our impressions skyrocketed, and we’ve enjoyed a lot more interaction with our pins.

Follow us on Pinterest

Facebook Ads – we use Facebook Ads to promote posts and build brand awareness. With targeted ads, we have been able to grow our list and reach an audience interested in our services and products.

Like us on Facebook


Plugins

Save yourself some money and start with the free versions of these plugins. We still use the free versions of all of these and haven’t had any problems or needed to upgrade yet. 

Yoast SEO – this is a huge timesaver when working on SEO for a post. You can optimize both SEO and readability with this plugin.

Akismet – is a spam filtering service that filters spam from comments, trackbacks, and contact form messages. We use it on any site we allow comments on.

Nelio Content – A new-to-us plugin, this is one of our favourites. Not only does it have an easy to use editorial calendar, it also connects with social media networks and runs analytics on your posts.


Favourite Free Tools

Google Calendar – Having a free shared calendar is a must with multiple people working on projects and attending client meetings.

Feedly – Candice’s favourite tool for catching up on websites and blogs. Using this RSS feed means she doesn’t have to waste time constantly checking sites to see if something new is posted.

Dropbox & Dropbox Paper – Dropbox is our favourite online storage tool for working with clients, we wrote about that here. Dropbox Paper is also great, get the scoop why here.

Google Drive – Another online storage solution, Drive offers us more free storage so we use this mainly for sharing large files between us for Bold Business. We wrote about Google Drive here.

Teamviewer – Teamviewer is a tool we use frequently here at Bold Business. From sharing a screen for design decisions to walking clients through website processes step by step (to helping our mom), it is a valuable tool for our business. We wrote about its features here


Tech

Second Monitor – We both have a multitude of computers and mobile devices, but neither of us could live without extra monitors. Candice uses this ASUS Monitorand loves it.

Wireless Keyboard and Mouse – When you’re working with multiple monitors, it is handy to not be tied down to the computer. Matt uses this Wireless Keyboard and Mouse

LifeProof Case – Matt absolutely cannot live without his lifeproof case. With daily fatal drops and spills, this keeps him from having to replace his phone every month.

Bose Bluetooth Speaker – whether rocking out in the office, on the go, or using it for client presentations, this baby comes everywhere with us. It’s portability, bluetooth connectivity, sound clarity and loudness have won our hearts.


Lifestyle

Keurig K50 Hot Brewing System – long days and long nights require some help from caffeine. Mike likes to grind his own beans, so this Reusable K-cup is his jam.

Stash Tea – Candice is through and through a herbal tea drinker. Her favourite teas are Apple Cinnamon Chamomile, Blueberry Superfruit, Meyer Lemon all made by Stash.

Fitbit – as a busy entrepreneur, sometimes I forget to exercise. Fitbit keeps track of my activity and pushes me to stop and exercise or walk those extra couple kilometres. Candice uses the Fitbit Alta

Yoga Mat– sitting at a computer all day can lead to achy joints and muscles, so we make sure to get up and stretch or do some yoga frequently throughout the day. Candice has
this one in purple.

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Filed Under: Behind the Scenes, Productivity, Uncategorized

March 9, 2017 by Candice Benson

BOLD-Business-Blog
Web Design
Branding & Marketing
Entrepreneur
Productivity
Weekly Roundup
Behind the Scenes
10 REASONS to use teamviewer

Teamviewer is a tool we use frequently here at Bold Business. From sharing a screen for design decisions to walking clients through website processes step by step (to helping our mom), it is a valuable tool for our business.

1. Platform Compatibility

One of the most vital parts about TeamViewer is that it works across all platforms. Whether you use Mac, Linux, PC, iOS, Android, Windows Phone, etc, TeamViewer will work. Finding a tool with this kind of compatibility is usually nearly impossible, and for this alone, we love TeamViewer.

2. Remote Access

The most obvious benefit of TeamViewer is remote access to a computer, which comes in handy when your parents ask you how to do something and you’re a four hour drive away. The best part is they don’t need to go through the process of setting up an account to use it. Simply get them to download TeamViewer and get their credentials to log in and access their computer. Then you can show them exactly how to do something without the drive or the miscommunication of phone instructions.

3. Remote Access from Phone or Tablet

This is likely one the most used features in our business. TeamViewer has an app for almost every platform (Android, iOS, Windows Phone, etc) which allows you to use it from your phone or tablet. Matt uses this daily to access his computer and files from anywhere. He also uses this to log in and troubleshoot client’s tech problems when he is on the road.

4. VPN tool

You can connect devices through the VPN feature and be able to have access to a client’s network and networked hardware. To use the VPN feature, connect with your client and then click Extras > VPN > Start. To stop the VPN connection, click Extras > VPN > Stop. This feature is helpful for troubleshooting tech problems with a client’s hardware. It also allows you to print remotely – which comes in super handy!

5. Multiple Simultaneous Remote Sessions

Need to help more than one person or need to access a second computer? Not a problem. To access the multiple sessions feature, click on the “+” in the top left-hand corner. Once you click it, it will open a new tabbed session within the same window.

6. Share Only One Window

This feature is useful if you don’t want to show your whole computer off. We use this with clients or when making presentations. When TeamViewer is running, click the double arrow in the top right corner or any window and select the contact you want to share the window with.

7. Text, Audio and Video Chat for Communication

Chat is built into TeamViewer. After connecting, on the top right you will see a chatbox (it may be minimized by default, if so, just click the small arrow button). From the chat window, you can start typing for chat, or start an audio or video call. We use this when during client presentations so we can have a conversation while making direct changes to a website wireframe ensuring everyone is on the same page. We also use it when helping our mom out with tech stuff (Hi, Mom!) Think of it as a Skype video call on steroids.

We’ve been told this feature is also helpful if you have remote workers.

8. Easy File Transfer

Using TeamViewer to share files bypasses the need to upload large files to online storage drives. Simply go to the TeamViewer toolbar, and click File Transfer. You then have two options for sharing files. “File transfer” will let you access files to share from your PC and “File box” will let you drag and drop files to share. Another option is to go to the Computers and Contacts window, right click the user or computer you want to send a file to, and click the paper clip icon. Easy peasy.

9. Record Sessions

We haven’t used this feature much yet, but when we have, it’s been so helpful. TeamViewer lets you record video sessions. This is great for showing your client how to do something or as a reminder for yourself of how you did something. If you find you are receiving the same question frequently, making a video of how to troubleshoot it could save you a lot of time. To record your sessions, go to Extras > Record, where you’ll find the options to Start, Pause or Stop. When you’ve finished recording, you be asked to save the file. For a client to view the recorded file, you must copy it to the client (they won’t be able to access it without copying it over). The video file will be opened and played in TeamViewer and can be converted to other video formats.

10. Use Your Browser

By creating an account, you are able to set a personal password, and log into any of your TeamViewer-enabled devices through your browser. You get the same remote functionality, but within your browser. This is helpful if you need to access your device from a public computer or from work.

 

What TeamViewer feature do you use the most?

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Filed Under: Productivity

February 23, 2017 by Candice Benson

BOLD-Business-Blog
Web Design
Branding & Marketing
Entrepreneur
Productivity
Weekly Roundup
Behind the Scenes
What can you do with dropbox papers

Many people are unfamiliar with one of the tools Dropbox has published to keep up with Google Docs. While Google Docs offers many of the same features and more, the clean and simple interface of Dropbox Papers has some people jumping ship. As your guinea pigs, we have tried it out on our own daily processes so we could give you the scoop on what Dropbox Papers offers.

From an aesthetic standpoint, we enjoyed the clean look, the simplicity of use, and the amount of white space. We also enjoyed using it for projects we were collaborating on, and here’s why:

Tag other collaborators

Assign a task or mention a collaborator very easily by using the @ symbol and typing their name. You can add multiple collaborators by adding more @names. We used this feature for our To Do list and meeting minute documents so that everyone is aware of who is doing what, even when team members missed the meeting.

Leave comments or have a discussion

Need an opinion, instead of an endless email thread, why not have your team members leave their opinion in the comments? To leave a comment either select some text and click the word bubble, or hover in the right margin and click the word bubble to comment on an entire paragraph. Reply to comments or add a reaction from the smiley face toolbar.

Share pictures, videos, audio files, gifs, tweets, etc. in any document

Dropbox Paper supports rich text and rich media embedding. Simply paste a link from your favourite source and it will automatically embed the media into your document.  To keep notes clean, you can delete the pasted link once the media shows up.

Beautiful Image Galleries

Adding images to your document is super simple. Just drag and drop them where you want them to appear and click on the image to have access to the alignment options. When you add multiple images, Dropbox will automatically arrange them into a beautiful gallery right on your page. And if you want to delete an image, you can, and Dropbox will rearrange them to keep the gallery looking good.

Quick Add Option for Files, Checklists, Code

Hover near the edge of any document to get the “+” icon. The quick add toolbar allows you to quickly insert files, tables, checklists, and dividers to your document. Busy typing and don’t want to scroll to the side for the quick add toolbar? Type “+” followed by the name of the file you want to add and choose it from the autocomplete list that appears by hitting enter.

Quickly Jump to any Section

Use headers in your document to create a document that is easy to navigate. When you use headers, they will appear on the left side of your document. Hovering over them will reveal the different sections and clicking on one will bring you straight to that section.

Document History

Like Dropbox, Papers lets you see all the recent changes to the document by viewing the document history. The best part? Dropbox Papers keeps the entire history of the document and does not place a limit on number of versions kept.

Unlimited Documents

Great to know that Papers do not count towards your Dropbox storage limit, so you can have as many documents as you want.

Shortcuts

Like any new tool, shortcuts are essential to usability. Dropbox Papers has a bunch of shortcuts you will be familiar with along with a few new ones. Here’s a cheat sheet:

On a new line:

  • Typing # and adding a space will create a H1 header. Use ## for a H2 header and ### for a H3 header
  • A hyphen followed by a space will start a bulleted list
  • a number and a period followed by a space will start a numbered list
  • Typing [] will start a checklist
  • Entering three hyphens or three underscores will create a divider

In text shortcuts:

  • Crtl + I or adding one asterisk or one underscores on either side of a word, sentence or paragraph will bold it
  • Crtl + B or adding two asterisks or two underscores on either side of a word, sentence or paragraph will bold it
  • Highlighting a section of text and pressing Crtl+K will allow you to hyperlink that text

 

Based on all these features, we have decided to continue using Paper for our To Do lists and meeting notes because of the simplicity of use and design. It’s a great tool for any projects involving collaboration. With no need to create a new email in order to use it, it makes it easy to interact with clients and other team members to keep everyone in the loop on how the project is progressing. That counts as a win in our books.

 

What are your favourite features of Dropbox Papers? Do you prefer Dropbox Papers or Google Docs and why?

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Filed Under: Popular, Productivity

February 16, 2017 by Candice Benson

BOLD-Business-Blog
Web Design
Branding & Marketing
Entrepreneur
Productivity
Weekly Roundup
Behind the Scenes
Google Drive - the best online solution

With a multitude of online storage options available, which one is right for you?

Related: Why We Love Using Dropbox

We have been using Google Drive for as long as we can remember. Its integration with email and forms, storage capacity, and ease of sharing  large files means we use it daily. Here we’ll list some of our favourite features of one of the best online storage solutions.

Storage Capacity

Google Drive is our go-to for sharing large files and documents. With 30GB of free storage, it beats Dropbox’s puny 2GB (You can also buy an additional 100GB for $1.99/mo or 1TB for $9.99/mo). Also, while gmail and other email applications limit file sizes to 15-25MB, Google Drive lets you share files up to 15GB. This means you’re able to share those high-res pictures, videos and large documents with ease. To share, simply create a new folder in Google Drive, upload files to that folder and share the folder with others.

Control Permissions on Documents

You may be happy to share documents and images with others, but you may not want them to have permission to edit them. If this is the case, click Share, and in the bottom right, click Advanced. Here you will be able to change permissions.

First, you can change who can access the document and what they can do with it by clicking the Change… You can make it available publicly, or for people who receive the link, or only with specific people. Then you can change if they have permission to: edit, comment or view.

Once you save those settings, you can further limit the shared document by changing Owner settings at the bottom of box. Your options include:

  • Prevent editors from changing access and adding new people
  • disable options to download, print and copy for commenters and viewers.

Look at Revision History and Restore Previous Versions

In order to see the activity history of a file, click View Details from the dropdown menu. A panel will appear on the right side of your screen showing what changes were made and by whom. If you would like to restore a previous version of a file, click on a file and at the top right, click More. Click Manage Versions, click More. Click Download to save a copy to your computer.

Pin Google Drive to File Explorer

For fast access to Google Drive, pin it to the File Explorer jumplist. To do this, open File Explorer and drag the Google Drive folder into it.  By right clicking the Google Drive folder, you can pin it to the jumplist.

Set Drive as your Default Document Location

Never worry about losing your work again by setting Google Drive as your default save location. To set this up, follow these instructions:

  1. Find your Documents folder and right click it.
  2. Select Properties
  3. Click on the Location tab
  4. Click Move…
  5. Find Google Drive and click it
  6. Click Apply and Ok.

Now all of your new documents will be saved to Google Drive. Note that you can set this up with other folders as well including music, pictures, video, etc.

Use Drag and Drop to Upload

You no longer have to click through and find files to upload. All you have to do is drag and drop your file into your Google Drive and it will automatically upload.

Google Forms

A great feature for collecting data. As the form gets filled out, the results will automatically be compiled into a Google spreadsheet for your convenience. We plan on adding a Google Forms tutorial in the future and will update this post when it is available.

What are your favourite features of Google Drive? Is it your favourite online storage solution?

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Filed Under: Productivity

February 9, 2017 by Candice Benson

BOLD-Business-Blog
Web Design
Branding & Marketing
Entrepreneur
Productivity
Weekly Roundup
Behind the Scenes
Why you need to be using Unroll.M

Is your inbox a hot mess? Are you drowning in newsletters and sales emails? I know I was!

At the end of last year, I was getting over 20 emails a day from things I had signed up for 3 years ago, 5 years ago, and some, almost a decade ago. In the new year, I decided this was the year I take control of my inbox. I started by diligently unsubscribing anytime an email subscription came through that I was no longer interested in. Slowly, I began to notice a difference and I really felt like I was making progress towards conquering my inbox.

Someone told me about Unroll.me in January, but I thought I was doing well on my own. I didn’t end up trying it out for another full month. When I finally did try it out, boy was I shocked. Somehow, even after unsubscribing my little heart out for the last month, I still had 68 subscriptions!! How is that possible?

But as I scanned the list, I began to see why I hadn’t been able to reach that elusive and exciting “Your inbox is empty!”. That’s when I decided to put Unroll.me in charge of my inbox.

What is Unroll.me?

Unroll.me is a free service that helps you unsubscribe for newsletters, publications and sales emails that you are no longer interested in. It also allows you to “roll up” any emails you are still interested in receiving into one daily email with all that day’s subscriptions inside.

How does Unroll.me work?

Once you sign up for an account with unroll.me, they scan your inbox for subscriptions. You can then check out your dashboard and decide what you would like to do with each subscription.

(image of blurred dashboard)

In just a few minutes you can scan everything that comes into your mailbox. You can then make a quick decision whether you want to keep receiving it, cancel the subscription, or roll it up into the daily email. Simply click whichever option you want and Unroll.me takes care of the rest. After 10 minutes, I had unsubscribed from 27 newsletters, rolled-up 30 and was left with just my favourite 11 emails coming into my inbox each month. Now my inbox is under control and I have finally felt the joy of an empty inbox!

Let us know, have you tried it out? Were you surprised by how many subscriptions you had?

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Hello, we're Candice & Matt. We provide tips, tools and resources to help entrepreneurs build their dream businesses. Read More

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Filed Under: Productivity

February 2, 2017 by Candice Benson

BOLD-Business-Blog
Web Design
Branding & Marketing
Entrepreneur
Productivity
Weekly Roundup
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10 REASONS WE USE DROPBOX

We’re just going to say it. Dropbox is one of our favourite storage solutions! No, we are not affiliated or being paid for recommending Dropbox, we just really enjoy using it.

Related: If you’re a Google Drive person, we talk about why we love Google Drive here).

It tops our list as one of our favourite tools when working with clients because it is easy to use, free and offers a ton a cool features. And unlike Google Drive, users are not required to have a gmail account. So, without further ado, here are the reasons why we love Dropbox:

1.  Free Storage

Everyone who signs up for a free Dropbox account receives 2GB of free storage space. You can earn more storage space for free by completing the getting started guide (250MB), following Dropbox on Twitter (125MB), sharing why you love Dropbox on Twitter (125MB), and referring friends (earn 500MB/friend). In total, you can earn up to 18GB of free storage

2.  User Friendly

We like using Dropbox with clients because it is user friendly. From a very simple sign-up, to their easy to navigate backend, it is the easiest storage solution to explain to people who are less technically savvy.

3.  Dropbox can be used for backup for documents/pictures

Setting up Dropbox to be a backup or default folder for your documents or pictures is super simple. You can pick specific folders or have the entire Documents folder synced to your Dropbox with just a couple clicks:

  1. Open your File Explorer
  2. Right click Documents, then choose Properties
  3. Click include a folder and select your Dropbox folder
  4. Click Apply and OK

4.  Dropbox can upload photos automatically from your phone

Transferring photos from your camera to your computer manually can take a lot of time. By setting up your phone to upload pictures to your Dropbox folder automatically you can save time and never have to worry about losing all your pictures if something happens to your phone. To set up your phone to automatically sync your pictures, follow these steps:

  1. Open Dropbox app on your Android or iOS device
  2. Click on the Settings icon
  3. Scroll down to “Camera uploads” and click “Turn on camera uploads”
  4. You can then choose what to upload “photos only” or “photos and videos”, how to upload “wifi only” or “wifi and data plan”, and when to upload. 

5.  Easy to save documents for offline access

Marking a file as a “favourite” will save the document to your device so you can access it offline. Simply click the arrow icon beside the file and swipe right on “Available offline”. Use this for sports tickets, flight and hotel reservations and any other important documents you want to access offline.

6.  You can send documents from Dropbox to your Kindle

This is great for people who prefer to read from their Kindle in bed, as the light from mobile device screens can ruin your sleep. Set this up with a couple easy steps

  1. Create a folder in your Dropbox named “Kindle”
  2. Find your Kindle email address (Should be under Manage Your Content and Devices > Settings > Personal Document Settings. It will look like yourname@kindle.com)
  3. Add your personal email to the Approved Document Email List.
  4. Then simply activate the IFTTT recipe.
  5. Now just drag the file into the Kindle Dropbox folder and IFTTT will email the file to your Kindle.

7.  You can restore previous version of a file

If you’ve accidentally saved over a previous version of a document you want to keep, you can still get to it. Note that with the free version of Dropbox, you can restore documents up to 30 days old.

  1. Right click the file you want to restore
  2. Click on Version History.
  3. Choose the version you want and click on Restore

8.  You can search for deleted items

Mistakenly deleted a file you need? Have no fear, it can be restored for up to 30 days! Just click on the Deleted Files folder in the sidebar and voila, your file can be found. Click the three dots beside it and click restore to bring your file back to your Documents folder.

9.  You can keep track of what is happening with shared files

When your company shares files, it can be difficult to keep track of what is happening with certain files. To find out what changes have to made to a file and who made them, use the Events Timeline feature. Just click on “Events” on the side tab and see all your past events. You can search events by folder or by date on the top right.

10. You can easily unlink your account from certain devices

If one of your devices are lost or stolen, you can unlink your Dropbox account and remotely wipe the files from it.

  1. Click on your name on the top right
  2. Select Settings > Security > Devices
  3. Click on the “X” next to the device you want to unlink
  4. The remote wipe command will be sent after unlinking a mobile device; when you unlink computers, remote wipe is optional.

 

Bonus: Dropbox Papers is quickly becoming one of our favourite new tools for to do lists, meeting agendas, minutes and brainstorming sessions. Check out our review of why we’re digging it here.

matt_and_candice-1024x739

Hello, we're Candice & Matt. We provide tips, tools and resources to help entrepreneurs build their dream businesses. Read More

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Filed Under: Mini-Featured, Productivity

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