Introduction
BoloSign's integration with OneDrive and Dropbox offers small businesses a powerful way to streamline document management and enhance collaboration. By connecting your forms to these popular cloud storage platforms, you can automatically store form submissions, attachments, and signed documents in organized folders. This integration not only saves time but also ensures that your important files are securely stored and easily accessible across your team.
1. Create a Form
2. Click on "Responses"
3. Click on "Dropbox"
4. Click on "Select Folder"
5. Select "BoloForms"
6. Click on "Choose" option.
7. Your Form is now connected to BoloSign
8. Click on to the "back button"
9. Click on "OneDrive"
10. Click on "Select Folder"
11. Choose your Drive
12. Select a "specified folder"
13. Click on "Select"
14. Your form is now connected to the OneDrive
15. Your form responses are now saved in DropBox
16. Your form responses are now saved in OneDrive
FAQ
How do I set up the OneDrive and Dropbox integrations in BoloSign?
Navigate to the Settings section in your BoloSign account, select "Integrations," and choose OneDrive or Dropbox. Follow the authentication prompts to connect your accounts
Can I specify where files from BoloSign are stored in OneDrive or Dropbox?
Yes, you can define specific folders for storing files from BoloSign in both OneDrive and Dropbox. You can create a main folder and even set up subfolders for each form or submission.
What types of files can be stored through these integrations?
You can store the form submissions as PDFs uploaded attachments, and signed documents.
Is it possible to automatically create folders for each form submission?
Yes, BoloSign allows you to create separate subfolders for each form submission within your main OneDrive or Dropbox folder, helping you keep files organized.
How secure are these integrations?
BoloSign's integrations with OneDrive and Dropbox maintain high-security standards. Your data is transferred securely, and you control access permissions through your cloud storage account settings
Conclusion
Integrating your BoloSign forms with OneDrive and Dropbox significantly enhances your document management workflow. This seamless connection allows for automatic file storage, improved organization, and easier collaboration within your team. By leveraging these integrations, small businesses can save time, reduce manual file handling, and ensure that important documents are securely stored and easily accessible. Remember to regularly review and optimize your folder structure and permissions to make the most of these powerful integrations.