Introduction
Integrating your PDF templates with OneDrive and Dropbox in BoloSign allows you to automatically save signed documents to these cloud storage services. This guide will provide you with a step-by-step process to set up and manage these integrations.
For OneDrive-
If you want you can make a new pdf template and also you can use your previously created pdf template to send for signing.
2. Under the document section click on "PDF TEMPLATE"
3. You can reuse the same template that you have created before for again signing.
4. Click on the 3 dots under the "Action" section
5. You'll get a list of options available click on "INTEGRATE WITH OneDrive"
6. I have already connected to OneDrive, so it's asking me to choose the folder from my OneDrive where I want all my template responses to be saved.
7. Toggle the option to "On" so this particular document will be integrated with your OneDrive.
8. You'll get a pop-up displayed on your screen regarding the information been updated on your OneDrive Account.
9. Select the folder from your OneDrive where you want all your information to get stored
10. I have already created a folder named "BoloForms" in my OneDrive account.
To select this folder, I will click on the circle in front of its name.
11. Click on "Select"
12. You can also view your folder, which will contain all your signed documents that have been integrated with OneDrive
13. Now send this particular document which you have integrated with your OneDrive account for signing
Click on "Send for Signature"
14. After filling in all the details (Recipient's email address) click on the send via email
15. After the document has been signed by the desired recipient the responce will automatically be stored in your OneDrive Account.
Now, if you check your OneDrive, you can view the signed document. This allows you to easily send it to anyone directly from your OneDrive account.
16. There are numerous options available for sharing and moving your document wherever you need it.
For DropBox-
1. Click on the 3 dots under the "Action" section.
2. You'll get a list of options available click on "INTEGRATE WITH DropBox"
3. Connect with Dropbox and follow all the steps required to integrate the two platforms.
4. iF you want you can store your template responses in a previously created folder in Dropbox, but it's more convenient to create a new folder dedicated to all your responses.
This way, you'll have everything organized in one place and can easily access and send documents whenever needed.
5. I have created a new folder called "Boloforms" in my DropBox Account
6. Once your account is integrated with Dropbox and you have created a now folder(optional), click on the three dots and select the "Dropbox integration option" again.
A dialogue box will appear, allowing you to choose the folder and toggle the option to link the specific document with your Dropbox account.
7. Toggle the option to "On" so this particular document will be integrated with DropBox.
8. You'll get a pop-up displayed on your screen regarding the information been updated on your DropBox Account.
9. Click on Select Folder
10. Now I will select the already created folder in my DropBox name "BoloForms"
To select this folder, I will click on the circle in front of its name.
11. Click on Choose
12. Now you can easily content this particular folder to see all your responses
Click on "Send for Signatures"
13. Fill In all the required details regarding the recipint's email address and all the other information.
14. After filling in all the details click on the "Send Via Email"
15. After the document has been signed by the desired recipient it will automatically be stored in your DropBox Account.
Now, if you check your DropBox, you can view the signed document. This allows you to easily send it to anyone directly from your DropBox account.
There are numerous options available for sharing and moving your document wherever you need it.
FAQs
How do I integrate BoloSign with OneDrive?
Ans. Navigate to the action section of your PDF template, click on the three dots, select "INTEGRATE WITH OneDrive," and follow the prompts to connect and choose a folder.
How do I integrate BoloSign with Dropbox?
Ans. Navigate to the action section of your PDF template, click on the three dots, select "INTEGRATE WITH DropBox," and follow the prompts to connect and choose a folder.
Can I reuse existing templates for integration?
Ans. Yes, you can reuse previously created templates for integration with OneDrive or Dropbox.What happens after the document is signed?
Ans. Once the document is signed, it is automatically stored in the selected OneDrive or Dropbox folder for that particular document which has been integrated with the acount.
Conclusion
Integrating BoloSign with OneDrive and Dropbox enhances your document management by automatically storing signed documents in your preferred cloud storage service. By following these steps, you can set up and manage these integrations efficiently, ensuring a seamless workflow for your document processes.