Integrate BoldSign with Google Drive, OneDrive, and Dropbox for Automatic Document Backups

In today’s tech-driven world, safeguarding your documents is important. For contracts, agreements, and all other essential files, having automatic backups in cloud storage services like Google Drive, OneDrive, and Dropbox ensures that your documents are secure and easily accessible. The BoldSign eSignature solution offers seamless integration with these cloud storage services, allowing you to back up signed documents automatically. In this blog, we’ll walk you through the steps to integrate BoldSign with Google Drive, OneDrive, and Dropbox for easy document backups.

Step-by-step guide to integration

We’ll start with how to integrate BoldSign with Google Drive and then show you OneDrive and Dropbox integration.

Google Drive integration

Integrate Google Drive with BoldSign to automatically sync your signed documents and streamline your workflow. Set up this integration for secure storage and easy access to your signed files directly within Google Drive.

1. Log into your BoldSign account or create a new account.

2. On the Dashboard page, go to the Settings menu and click Integrations.
3. From the list of integration options, click Connect on the Google Drive card and sign in with your Google account credentials.

4. Check the box to allow BoldSign access to your Google Drive account, and then click Continue.

5. The Google Drive configuration dialog box will be displayed. Confirm or rename the root folder where completed documents will be stored. If you wish to include the audit trail and attachments for the completed document, check the Include audit trail and Include attachments options, then click Save to complete the setup.

6. Now, Google Drive is connected with BoldSign. Test the integration by signing a document and verifying its backup in Google Drive.

OneDrive integration

Connect OneDrive with BoldSign to store and manage your signed documents in the cloud:

1. On the Integrations page, click Connect on the OneDrive card, then sign in with your Microsoft account credentials.

2. Grant BoldSign permission to access your OneDrive by clicking Accept.

3. The OneDrive configuration dialog box will be displayed. Confirm or rename the root folder. If you wish to include the audit trail and attachments for the completed document, check the Include audit trail and Include attachments options, then click the Save button to complete the setup.

4. Now, OneDrive is connected to BoldSign. Test the integration by checking that completed documents are automatically saved in OneDrive.

Dropbox integration

This integration ensures that your files are automatically synced and securely stored within your Dropbox, simplifying your document management process:

1. Sign in and connect: On the Integrations page, click Connect on the Dropbox card, then sign in with your Dropbox account credentials.

2. Allow BoldSign to access your Dropbox by clicking Allow.

3. The Dropbox configuration dialog box will appear. Confirm the root folder in Dropbox where completed documents will be stored. If necessary, you can rename it by clicking Rename folder. To include the audit trail and attachments for the completed document, check the Include audit trail and Include attachments options, then click Save to finalize the setup.

4. Now, the integration is complete. Confirm the integration was successful by checking that completed documents are backed up in Dropbox.

Key considerations for integration

Folders structure

• By default, BoldSign will create a root folder named BoldSign.
• In the root folder, separate folders will be created for different document types, such as regular, bulk linked, and bulk sent documents.
• Within each document type folder, a subfolder with the specific team’s name is created.
• Inside the team-specific folder, documents are organized as follows:
               – 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 on which you were CCed.

• Recipient attachments: Inside the sent and received folders, 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.

Note: When documents with identical names are completed, they will be stored in the cloud 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 –  as these characters are not supported in folder names.

Folder renaming

When renaming a folder, a new folder will be created and future documents will be saved there. If necessary, you can manually transfer old documents to the new folder.

Admin permissions

• Only one organization admin can set up the integration.
• Organization admins will have the ability to sync all documents and folders retroactively 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 shared folders or any other colleagues who require access.
• Organization admins can disconnect and change the admin account used for syncing.

Backup previous documents

Automatic cloud backup only applies to documents completed after activation and won’t back up past documents or audit trails. For a one-time backup of all existing BoldSign documents and audit trails, contact [email protected] for assistance.

Disconnect an integration

If necessary, you can also disconnect integration by clicking the Disconnect button on the respective integration card. For example, if you want to disconnect Dropbox integration, then click Disconnect on the Dropbox card, like in the following image.

Conclusion

Thank you for taking the time to read this blog. I hope that I have provided you with sufficient information. If you haven’t tried BoldSign yet, take advantage of a 30-day free trial, no credit card required. Experience how BoldSign can streamline your workflow and simplify eSigning for you and your clients. Share your feedback in the comments section below. For further information, sign up for a personalized demo or contact our dedicated support team via our support portal for assistance.

Lakshmi Priya M

Technical Writer

Lakshmi Priya Murugesan is a Technical writer at BoldSign. She excels in creating clear, concise documentation and guides across various tech fields. Lakshmi Priya is passionate about technology, she enjoys exploring new trends and sharing her insights through blogs and articles.