Are you
Using Dropbox for the first time? Read Instruction Set 1
Currently Using Dropbox including the CustomInfinity@gmail.com details? Read Instruction Set 2
The below document describes how to backup your complete database including all your client files as well as your customize panels using www.Dropbox.com
INSTRUCTION SET 1
If You Are New To Dropbox And Do Not Have An Existing Account
Step 1:
From your iOS device, open your App Store and search for Dropbox and download the app. Here is the direct link: https://itunes.apple.com/us/app/dropbox/id327630330?mt=8
Step 2:
Sign up and create your own Dropbox account as per the images below. Use your own email address and create your own password.
Step 3:
Download the latest iOS update V 11.3 via the standard link or the pop up notification you will receive when opening the app.
Step 4:
Once the app is downloaded and installed, Click on the iNfinity icon and proceed to the client records screen as below.
Client Records Screen Current Client Database
Step 5:
Locate the button in the top right hand corner called "Backup" Select this button and your information will automatically be backed up to your Dropbox account. Please note you will not be able to view your client database in your Dropbox account because it is encrypted.
Step 6:
Reinstalling Your Database
In the event you delete your app from your device or wish to transfer your data to a new device please proceed with the following instructions:
Ensure your Dropbox account is installed with your correct login details.
Download the software update
When you select the Client Records you will be asked if you want to restore your database. Select yes and your database will be automatically reinstalled.
INSTRUCTION SET 2
If You Are Currently Using The Custominfinity@gmail.com Dropbox account
Brief Overview: You need to unlink the custominfinity Dropbox account otherwise you will store your encrypted database in the public Dropbox used by all iNfinity users.
Step 1:
Unlink the current Dropbox account as per the images below. Locate the Dropbox app on your iOS device. Click on the bottom left icon called settings>scroll all the way down and select the option "Sign Out From Dropbox"
Step 2:
Sign up and create your own Dropbox account as per the images below. Use your own email address and create your own password.
Step 3:
Download the latest iOS update V 11.3 via the standard link or the pop up notification you will receive when opening the app.
Step 4:
Once the app is downloaded and installed, Click on the iNfinity icon and proceed to the client records screen as below.
Client Records Screen Current Client Database
Step 5:
Locate the button in the top right hand corner called "Backup" Select this button and your information will automatically be backed up to your Dropbox account. Please note you will not be able to view your client database in your Dropbox account because it is encrypted.
Step 6:
Reinstalling Your Database
In the event you delete your app from your device or wish to transfer your data to a new device please proceed with the following instructions:
Ensure your Dropbox account is installed with your correct login details.
Download the software update
When you select the Client Records you will be asked if you want to restore your database. Select yes and your database will be automatically reinstalled.
