> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.usecollect.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# 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.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/7/9/2/b792c5fa3ea2e00/cloud-storage-setting_jos249.jpg)

### 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.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/7/9/2/b792c5fa3ea2e00/sync-cloud-settings_yrzupt.jpg)

### 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.