I have 450+ clients, I am looking at adding a portal to our website, where the clients can log in and view copies all the documents in PDF we have sent them (either by post or email)
We have a Business Dropbox account, in Dropbox we have a folder with all the copy documents in, they are formatted 'XXXX YYY description.pdf'
the XXXX is a 4 digit client ref, the YYY is the document type (IE LET = letter INV = invoice ect..) - an example would be '1234 INV Work done to date.pdf'
What we need is when the client logs onto the website, there is a custom field 'Ref'. Can Dropfiles filter only the current client logged in documents by reading the first 4 digits of the filename.
If this is possible, can Dropfiles then categorize the clients documents with the 2nd set of identifiers (LET, INV etc,)
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