Skip to main content
All CollectionsDashboardForm Signature
How can Microsoft account users link to Gmail in Form?
How can Microsoft account users link to Gmail in Form?

Learn how to effectively integrate your Microsoft and Gmail accounts while using BoloSign for e-signatures and document management.

Jenefa Regina Mary J avatar
Written by Jenefa Regina Mary J
Updated over 6 months ago

Introduction:

In today's digital landscape, integrating various accounts can significantly enhance productivity and streamline workflows. For BoloSign users who want to connect their Microsoft accounts with Gmail, this tutorial will guide you through the process. While BoloSign doesn't directly provide a method for linking Microsoft and Gmail accounts, we'll explore alternative approaches that can help you achieve a similar level of integration within the BoloSign platform. By following these steps, you'll be able to leverage the strengths of both Microsoft and Gmail accounts while using BoloSign for your e-signature needs.

1. Click on "Sign in with Microsoft"

Step 1 screenshot

2. Click on "Forms"

Step 2 screenshot

3. Click on "Create Form"

Step 3 screenshot

4. Add various Question Types to your Form.

Step 4 screenshot

5. Click on "Responses"

Step 5 screenshot

6. Click on "Google Sheet"

Step 6 screenshot

7. Click on "Connect to Google Sheets" and your Google Sheets will be connected after connecting with your desired G-Mail account.

Step 7 screenshot

8. Your form is connected to Google Sheets…

Step 1 screenshot

For Connecting Google Drive-

1. Click on "Connect to Google Drive"

Step 1 screenshot

Sign in with your desired Google Account.

2. After clicking on "Connect with Google Drive," you will be directed to a page where you can view the BoloForms PDF to access your Google account.

Give the Access

Step 2 screenshot

3. Click on "Continue"

Step 3 screenshot

4. Your form is not connected to Google Drive.

Step 1 screenshot

FAQ

1. How can I use both my Microsoft and Gmail accounts with BoloSign?

You can add both email addresses to your BoloSign account separately, allowing you to use either for notifications and document management.

2. Will linking my accounts affect the security of my documents in BoloSign?

Linking accounts externally shouldn't affect the security of your BoloSign documents, but always ensure you're using secure methods and review permissions regularly.

3. How do I manage multiple email addresses in BoloSign?

It is not possible to add multiple email addresses in BoloSign. However, you can change the sender's email address from the email settings in your dashboard.

8. Is it possible to sync contacts from both Microsoft and Gmail accounts to BoloSign?

Yes, it is possible to sync contacts both from Gmail and Outlook emails

Conclusion:

While BoloSign doesn't offer a direct method to link Microsoft accounts with Gmail, there are workarounds that can help you achieve a similar level of integration. By utilizing features like email forwarding, third-party integration tools, or BoloSign's own email management capabilities, you can create a seamless workflow that incorporates both your Microsoft and Gmail accounts. Remember to regularly review your account settings and permissions to ensure the security of your data. With these strategies in place, you'll be able to maximize efficiency and productivity while using BoloSign for your e-signature and document management needs.

Did this answer your question?