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Dropbox integration

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Andrea V.
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Overview

You can seamlessly move files from Dropbox to DocSend using the Dropbox integration. With DocSend, you can track visitor engagement on your Dropbox documents while also having more control over sensitive information. 

The integration is free to use and available on all plans in DocSend and Dropbox.

 

Table of contents

 

Connect Dropbox in DocSend

To upload your Dropbox content in DocSend, follow these steps:

  1. Click Upload.
  2. Click Cloud storage.
  3. Click + next to Dropbox.
  4. Enter your Dropbox login credentials.          
  5. Allow DocSend to access your Dropbox account so you can start uploading files.

 

Connect DocSend in Dropbox 

You can manage the Dropbox integration through Dropbox's Connected Apps Settings page. From here, you’ll be able to connect, disconnect, or reconnect the DocSend application. 

Important: The Dropbox integration only applies to documents. See Uploading Content for more details.

  1. Log in to dropbox.com.
  2. Navigate to the Settings page. 
  3. Click on the Connected Apps tab. 
  4. Click on App Center.
  5. Search for DocSend.
  6. Click Connect
  7. Allow the integration.

You’re ready to upload documents from Dropbox to DocSend!

To disconnect, click the Disconnect button. 

dbx_connect_ds.gif

 

Save to Dropbox

When you have a Dropbox account connected, you can automatically save completed signed documents to Dropbox. For more information, checkout the Dropbox Help Center article, How to save DocSend files to your Dropbox account.

 

Upload from the Dropbox web application

You can upload content from Dropbox to DocSend in three ways, one of which is through the Dropbox web application. 

  1. Log in to dropbox.com.
  2. Locate the document you’d like to upload to DocSend.
  3. Click into the document so that you’re at the comment page.
  4. Click the Share arrow button.
  5. Select Send and Track from the dropdown menu. 
  6. You’ll be taken to the DocSend web application where your document will upload. If you’re not logged in, you’ll be prompted to login.
  7. Once your document completes the upload process, you can create, copy, and share your link. 

dbx_share_send.gif

Upload from the Dropbox desktop application

The second way you can upload documents from Dropbox to DocSend is through Dropbox’s desktop application. 

  1. Open the Dropbox Desktop app.
  2. Locate the document you wish to upload to DocSend. 
  3. Click Share from the right-hand toolbar. 
  4. Select DocSend from the dropdown menu. 
  5. You’ll be taken to the DocSend web application where your document will upload. If you’re not logged in, you’ll be prompted to login to DocSend.
  6. Once your document completes the upload process, you can create, copy, and share your link.

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In-app behavior

Log in using Dropbox

You can login to your DocSend account using your Dropbox credentials through our Additional providers login portal.

Important: To set up the login connection, connect your Dropbox account through the DocSend’s connected apps page. For more information, see Connected Application Settings.

 

Dropbox uploads folder

When you upload files from Dropbox to DocSend, those files will be housed under your My Folders section in the Dropbox uploads folder. Documents in your Dropbox uploads folder can be managed into Team or other personal folders, for more information visit our help center article on Content Folders.

 

Things to consider

  • The third way to upload content from Dropbox to DocSend is through DocSend’s file uploader. For more information, visit our Cloud Upload Providers article. 
  • You can manage content options in Dropbox through Dropbox’s Connected Apps page.
  • You can manage your login credentials through DocSend’s Connected Apps page.
  • The DocSend Dropbox integration does not currently support file syncs.

 

Related reading

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

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