Want an easy way to mass-download all of your Agreements or automatically download them as they come in? This integration will automatically save the Agreements that your visitors complete to your Dropbox.
Adding the Integration
You'll need to authorize our server to communicate with Dropbox to enable the Google Drive integration. An Account Owner can navigate the Integrations page and click the "Add" button next to the Dropbox option to start.
After clicking the "Add" button, you will be taken to Dropbox's login page. Sign in, and you'll be redirected back to the Integration page. From there, select the Sync button; a dropdown will appear with the names of your Agreements, and you can select the ones you want to sync.
Configuration
Now, it's time to configure how your agreements are synced and saved. You can also sync all existing Agreements, which will mass-download all previously signed documents.
The Sync Settings window allows you to configure where you would like your agreements to be saved in Dropbox using the "Dropbox Path" input field. You will specify "tokens" for the names of directories, and the final token that's provided will be the template for the name that will be used for the saved PDF.
The default path input field is populated with the following tokens: "agreement_name_path," "year," and "visitor_name." If you leave this setting as is and "Johnny Appleseed" signed an agreement named "Dropbox Agreement" on December 1st, 2019, it would result in our system creating a file named "Johnny Appleseed.pdf" and saving it into a directory in your Dropbox called "dropbox-agreement/2019".
The full path in Google Drive would be:
Dropbox Root\Apps\The Receptionist\non-disclosure\2021\Johnny Appleseed.pdf
Special Tokens
We provide seven tokens from our system that act as unique meta-data tokens.
Here is an explanation of what each token will do:
agreement_name: This token will cause the name of the agreement to be used.
agreement_name_path: This token will cause the name of the agreement to be turned into all lowercase and have any spaces turned into dashes. For example, an agreement called "Non Disclosure" will result in the string "non-disclosure" being used.
visitor_name: This token will cause the full name of the visitor to be used. For example, "Johnny Appleseed".
visitor_name_path: This token will cause the visitor's full name to be turned into all lowercase and have any spaces turned into dashes. For example, a visitor with the name "Johnny Appleseed" will result in the string "johnny-Appleseed" to be used.
year: This will cause the year the agreement was signed to be used. For example, an agreement signed on December 1st of 2021 would result in the string "2021" being used.
month: This will cause the number of the month that the agreement was signed to be used. For example, an agreement signed on December 1st of 2021 would result in the string "12" being used.
day: This will cause the day that the agreement was signed to be used. For example, an agreement signed on December 1st of 2021 would result in the string "01" being used.
Advanced Configuration
You can type in your own tokens into the input field to configure the directory structure used. You do this by typing a string into the input field and pressing the return key. Each time you press the return key, a token will be created. This is useful if you already have a directory in Dropbox where you have been storing documents.
For example, let's say you already have a directory called "Sensitive Documents." To get our agreements to save there, type "Sensitive Documents" into the input field (without the quotes) and press enter. You could also use our unique tokens to create the following path: "Sensitive Documents," "agreement_name," "year," and "visitor_name."
Have questions or want to chat through options? Click on that orange chat button in the lower right corner to livechat with a member of The Receptionist team!