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.
• Click on Settings just below the campaign name.
• Scroll to the Integrations section and find the Cloud storage card.
• Switch the toggle to activate it, then click Settings to configure.

Step 3: Select your storage and root folder

• Choose the connected cloud storage solution.
• Depending on the provider, you may be asked to select a specific drive or space.
• Choose a root folder—this is where all synced documents will be stored, either directly or inside subfolders.

Step 4: Set up a naming convention

You can organize synced files using a naming convention with subfolders.

Examples:

• /Client Name/Finance
• /Client Name/KYC/Documents
  Use variables to create dynamic folder names.
  Click the {variable} button next to the field to see available variables and insert them.

Tip: Add a fallback value to ensure the folder name is valid even if the variable is empty.
If the subfolders don't exist, Collect will automatically create them in your cloud storage.

Step 5: Choose when to sync

You can control when documents are pushed to your cloud storage:

• When file is uploaded – immediately after it's added to Collect
• When element is validated – only once it’s approved by your team (recommended)
• When portal is completed – after the entire request is finalized (recommended)
• Manually – available for advanced use cases

Why delay syncing?
If you expect back-and-forth with clients (e.g., rejected/resubmitted files), syncing after validation ensures only final, approved documents are stored.

Important notes

• Deleting a file or request in Collect will not delete the synced copy in your cloud storage.
• Multiple cloud storage solutions can be connected, but only one can be used per campaign.
• Manual syncing is available, but requires more advanced configuration.

Updated on: 01/07/2025