Auto-export signed documents

Concord offers integrations with Google Drive, Dropbox, and Box to automatically export a copy of your documents signed in Concord. 

Screen_Shot_2018-09-06_at_2.21.01_PM.png

 

To connect your Google Drive, Dropbox, or Box account to Concord:

  1. In Concord, navigate to your Settings > Personal Settings > Integrations page.
  2. Select the cloud storage account (Google Drive, Dropbox, or Box) you would like to connect.
  3. Follow the instructions to grant Concord access to your cloud storage account. 

 

Once connected, contracts will be exported to a “Concord” folder in your chosen cloud storage account upon signature of all parties. 

 

Please note:

  • Documents signed outside of Concord will not be exported.
  • Documents signed in Concord prior the setting up the integration will not be retroactively exported to your cloud storage account.
  • This integration only applies to your account. Other members of your team must set-up their own integration to enable export of signed documents.

Google Drive, Dropbox, and Box Integrations are available for users on the Enterprise plan.

 

 

Have more questions? Submit a request

0 Comments

Article is closed for comments.
Powered by Zendesk