How to connect Dropbox for cloud backup?
In BoldSign, you can connect Dropbox for automatic storage of completed documents. By connecting your Dropbox account, all finalized documents will be seamlessly uploaded to a designated folder. Only account administrators can connect and set up the cloud backup. This feature is available only for paid subscriptions, such as the business plan and higher.
Follow the below steps to connect Dropbox with BoldSign:
- Expand the
Settings
menu on the Dashboard page and select theIntegration
option. - On the Integration page, find the Dropbox card and click the
Connect
button.
- You will be redirected to a Dropbox sign-in page. Sign in with the Dropbox account you want to use for cloud backups.
- Dropbox will ask you to authorize BoldSign to access your Dropbox account. Click
Allow
to grant the necessary permissions.
- Once the permission is granted, Dropbox configuration dialogue box will be displayed.
- Here, you can confirm the root folder in Dropbox where completed documents will be stored. If necessary, you can rename it by clicking the
Rename folder
option. - If you want the audit trail and attachments for the completed document, check the
Include audit trail
andInclude attachments
option and click theSave
button. - Once connected, upcoming completed documents will be stored automatically in the respective folder in Dropbox. If necessary, you can also disconnect the integration by clicking the
Disconnect
button.
Types of folders created
By default, Dropbox will create a root folder named BoldSign. Other folders created include:
- Document type folder: Under the root folder, separate folders will be created for different document types, such as regular documents, bulk links, and bulk send.
- Team-specific folder: Within each document type folder, a subfolder with the specific team’s name is created.
- Sent folder: Stores completed documents you sent for signature and self-signed documents.
- Received folder: Stores signature requests sent to you that you have signed, as well as completed documents where you are CCed.
- Recipient attachments: Inside the sent/received folder, a Recipient Attachments folder will be created. Within this folder, a subfolder named after each recipient will be generated to store any attachments related to that recipient.
-
When documents with identical names are completed, they will be stored in Dropbox using the date and time format selected on the business profile page. If the selected date and time format includes characters such as
/
or:
, these characters will be automatically replaced with-
to ensure compatibility with Dropbox, which does not support these characters in folder names. -
When multiple signers share the same name but have different email addresses, folders are created with numbered suffixes (e.g., _1, _2) to differentiate them and prevent conflicts.
Admin permissions
- Only one organization admin can set up the integration with their Dropbox account.
- Organization admin will have the ability to retroactively sync all documents and folders for the entire team.
- Admin can provide view permissions to team admins who need access to specific team documents. You can add new admins to the Dropbox shared folders or any other colleagues who require access.
- Organization admins can disconnect and change the admin account used for syncing.
- Folder renaming: When you rename a team, a new folder with the new team will be created on your Dropbox account. You can copy all documents from the old folder into the new folder where all future documents will be synced into.
Enabling automatic cloud backup only backs up the documents completed after the option has been enabled. It does not retroactively back up any previously completed documents and their Audit trails. If you wish to back up all your existing BoldSign documents and their corresponding Audit trails, please write to support@boldsign.com for one-time immediate bulk backup assistance.