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Cloud Upload Providers

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Andrea V.
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Overview

We want to make sure you can easily upload your files to DocSend no matter where your documents are! You can upload documents or entire folder structures that are no larger than 2GB personal drives using any of the providers listed. With google, you also have the ability to upload from shared drives as well as personal drives. 

  • Box
  • Dropbox
  • Google Drive
  • OneDrive
  • OneDrive/OneDrive for Business 

Skipping Ahead

Connect Box

To upload your Box content, follow these steps:

  1. Click on Upload content
  2. Select the option best suited for your content upload (most users select Upload files and folders)
  3. Select Box from the service options providedimage8.png
  4. Enter your Box login credentials                                       
  5. Allow DocSend to access your Box account so you can start uploading files.      image7.png

Connect Dropbox

To upload your Dropbox content, follow these steps:

  1. Click Upload Content 
  2. Select the option best suited for your content upload (most users select Upload files and folders)
  3. Select Dropbox from the service options providedimage3.png
  4. Enter your Dropbox login credentials.          
  5. Allow DocSend to access your Dropbox account so you can start uploading files.image10.png

Connect Google Drive

To upload your Google Drive content, follow these steps:

  1. Click on Upload content 
  2. Select the option best suited for your content upload (most users select Upload files and folders)
  3. Select Google Drive from the service options providedimage2.png
  4. Enter your Google login credentials
  5. Allow DocSend to access your google account so you can start uploading filesimage6.png

Connect OneDrive/Business

Since OneDrive and OneDrive for Business are powered by Microsoft, the steps to connect these services are the same. Please note, you will need to connect to each provider individually. 

To upload your OneDrive/One Drive for Business content, follow these steps:

  1. Click on Upload content 
  2. Select the option best suite for your document (most users select files and folders)
  3. Select OneDrive/OneDrive for Business from the service options       
  4. Enter your Microsoft login credentials associated with OneDrive/OneDrive for Business or SharePoint Online.          
  5. Grant DocSend permission to the selected account by clicking Acceptimage1.png

Manage Cloud Providers

You can have all your preferred providers connected and switch from one provider to another whenever you need to upload your documents.

Disconnect Cloud Upload Provider

  1. From the Upload window, click on the provider dropdown list image5.png
  2. Select Manage Accountsimage18.png
  3. Click X for the provider you want to disconnect
    • Click on Disconnect all accounts to disconnect all providers at once.image12.png

Things To Consider: 

  • Team Drive: You can upload from your personal, team, and shared drives on any of the providers mentioned.  

 Related Reading

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Still need help? Reach out to support@docsend.com!

 

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