Articles in this section

Cloud Upload Providers

Avatar
Andrea V.
  • Updated

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 and Team drives as well as personal drives. 

  • Box
  • Dropbox
  • Google Drive
  • OneDrive
  • Egnyte
  • Sharepoint

Skipping Ahead

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 provided
  4. Enter your Dropbox login credentials.          
  5. Allow DocSend to access your Dropbox account so you can start uploading files.

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 provided
  4. Enter your Box login credentials                                       
  5. Allow DocSend to access your Box account so you can start uploading file 

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 provided
  4. Enter your Google login credentials
  5. Allow DocSend to access your google account so you can start uploading files

Connect OneDrive

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 content from your OneDrive account, 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 Accept.

Connect Egnyte

To upload your Egnyte 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 Egnyte from the service options provided
  4. Enter your Egnyte domain
  5. Allow DocSend to access your Egnyte account so you can start uploading files. 

Connect SharePoint Online

To upload your SharePoint 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 SharePoint Online from the service options provided
  4. Enter your Microsoft login credentials
  5. Allow DocSend to access your Microsoft/SharePoint account so you can start uploading files. 

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 
  2. Select Manage Accounts
  3. Click X for the provider you want to disconnect
    • Click on Disconnect all accounts to disconnect all providers at once.

 Related Reading

–––

Still need help? See more articles in the DocSend Help Center.

 

Related articles