| The information in this article applies to customers on all DocSend plans. |
Overview
You can connect to a handful of external applications as a way of streamlining your experience. Connecting these apps will enable you to log in, sync data, and more.
On DocSend you can manage the following third-party applications:
- Sign-In Methods
- Dropbox
- External Cloud Storage
- Dropbox
- Google Drive
- OneDrive
- Box
- Egnyte
- SharePoint
- Other Connected Apps
- Salesforce
- Join.me
Learn more about external cloud storage providers.
Important: Salesforce is only available for Standard plans and above.
Connect third-party applications
To connect to an available third-party application, follow the steps below:
- Navigate to your Settings page.
- Go to the Connected Apps page.
- Click Connect under the application you wish to connect.
- You’ll be redirected to the login page. Enter your credentials and click Allow to connect that application.
Your DocSend account is now directly linked to your desired application.
Disconnect third-party applications
To disconnect from any connected third-party applications, follow the steps below:
- Navigate to your Settings page.
- Go to the Connected Apps page.
- Click Disconnect under the application you wish to disconnect.
- You’ll be redirected to the login page. Enter your credentials and click Allow to disconnect that application
Things to consider
- Toggle Save signed documents to Dropbox to automatically save completed signable documents to your Dropbox account. Learn how to save DocSend files to your Dropbox account.
- Disconnecting from LinkedIn requires an additional step on the LinkedIn side.
Related reading
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