How to sync your documents to your cloud storage
With Collect, you can automatically sync collected documents to your preferred cloud storage provider—ensuring files are securely backed up and easily accessible outside the platform. Step 1: Connect your cloud storage Before syncing, make sure your cloud storage is connected to your Collect account. Supported providers include: Google Drive Dropbox Box Microsoft OneDrive Microsoft SharePoint Step 2: Enable cloud sync in a campaign Go to the campaign you want to sync.Few readersHow to integrate Collect with Google Drive
Integrating Collect with Google Drive allows you to automatically sync submitted documents from your Collect campaigns to a designated folder in your Google Drive account. This setup ensures your files are securely stored and accessible outside the platform. Step 1: Connect your Google Drive account Click on your profile icon in the top right corner of the screen. Select Settings from the dropdown menu. Navigate to the Integrations page. Find Google Drive in the listFew readersHow to integrate Collect with Dropbox
Connecting Dropbox to Collect enables you to seamlessly store submitted documents from your campaigns in your Dropbox folders. It helps keep your files organized, accessible, and backed up automatically. Step 1: Connect your Dropbox account Click on your profile icon in the upper right corner. Choose Settings from the dropdown menu. Navigate to the Integrations section. Locate Dropbox in the list of available platforms. Click Connect to Dropbox. Complete theFew readersHow to integrate Collect with Box
By linking your Box account to Collect, you can automatically route submitted documents from your campaigns into a structured Box folder system—ideal for secure storage, team access, and long-term archiving. Step 1: Connect your Box account Click your profile icon in the top-right corner. Select Settings from the dropdown. Go to the Integrations tab. Find Box in the list and click Connect to Box. Follow the authorization steps to link your account. After thiFew readersHow to integrate Collect with Microsoft OneDrive
Integrating Microsoft OneDrive with Collect allows you to automatically store client-submitted documents in your OneDrive folders. It’s a great way to centralize and back up files while maintaining access across your Microsoft workspace. Step 1: Connect your OneDrive account Click your profile icon at the top right of the page. Choose Settings from the dropdown menu. Open the Integrations section. Look for Microsoft OneDrive and click Connect to OneDrive. AuthFew readersHow to integrate Collect with Microsoft SharePoint
Connecting Microsoft SharePoint with Collect enables seamless syncing of submitted documents into your SharePoint library—ideal for teams managing content through Microsoft 365 and collaborative intranet sites. Step 1: Connect your SharePoint account Click your profile icon in the upper-right corner of Collect. Select Settings from the dropdown. Navigate to the Integrations tab. Locate Microsoft SharePoint and click Connect to SharePoint. Follow the prompts toFew readers