Seamless Document Storage with Docubee’s Dropbox Integration
Seamlessly move documents and forms between Docubee (formerly OnTask) workflows and Dropbox storage whenever they’re needed with one simple integration.
About the Dropbox Integration
OnTask’s Dropbox integration lets you easily flow documents and forms collected in Docubee into your location of choice in Dropbox. Files are automatically uploaded upon completion, allowing you to access them on any device across the Dropbox cloud.
What You Need
- Docubee account
- Admin access to Salesforce
How to Get Set Up
- Create a workflow with a web form
- Add an export document task and choose Dropbox as the destination
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Dropbox x Docubee Benefits
Streamline your document management processes.
Simplified Document Sharing.
Documents generated by or uploaded to Docubee are routed automatically to Dropbox storage
Structured Document Storage
Keep documents and data organized by uploading content to multiple Dropbox folders based on use case.
Secure File Sharing
Avoid the security risks that emailing documents can expose you to by sharing documents directly between Docubee workflows and your Dropbox account.
Reduced Version Confusion
Access the correct document every time thanks to Docubee’s automated workflows that connect to Dropbox storage.
How Can You Use the Dropbox Integration?
- Export uploaded documents for storage
- Organize collected documents
- Export documents generated from form data
- Export digitally signed documents for archival
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