Connecting with External Services

How to Connect with External Cloud Storages

eformsign can automatically save completed documents in external cloud storage services. Currently, Dropbox, Google Drive, OneDrive, and box are supported.

Note

Only the company administrator can connect eformsign with external cloud storages.

  1. Go to the Integration > Cloud storage menu.

Cloud Storage Screen
  1. Select the cloud storage where you want to save completed documents, and then click the Connect button to log in.

  2. After logging in, the Disconnect button and the Storage path settings button will be displayed. If you need to save the storage path, click the Storage path settings button.

Connecting and Disconnecting File Storage Accounts
  1. Go to the Manage templates menu.

  2. Click the template you want to save the documents (created from the template) to the cloud storages, and then go to the Template settings screen.

  3. Go to the Workflow menu.

Setting the Complete Step of the Workflow
  1. In the Properties tab of the Complete step, tick the Backup completed documents in external cloud storages checkbox. You can check whether the cloud storages set in the Cloud storage menu are connected. When a document is completed, it will be automatically saved in the connected cloud storage as well as in eformsign.

The Backup Completed Documents in External Cloud Storages Checkbox

Analytics and Reporting

If you find it cumbersome and repetitive to download a CSV file every time a new document is added, using this feature is recommended. You can set the entered data to be automatically saved in a sheet in Google Sheets and Excel of Microsoft Office 365.

Note

Analytics and reporting can be set only by the company administrator.

Analytics and Reporting Menu Screen
  1. Go to the Integration > Analytics and reporting menu.

  2. Select either Google Sheets or Microsoft Office 365, and then click the Connect account button to log in.

Analytics and Reporting Menu Screen
  1. Click the Manage data connections button.

Manage Data Connections Screen
  1. Click the Add data connection button in the center of the screen or at the top right corner of the screen.

Manage Data Connections Screen
  1. Set items such as the Connection name, Data connection sheet, When to send data, and Templates, and then click the Save button.

Manage data connections Screen
Manage Data Connections Screen

Note

A data connection sheet corresponds to the URL of a sheet in Google Sheets.

  1. Data connection sheets are displayed in the Manage data connections screen.

Manage Data Connections Screen
  1. If you select a connected sheet, you can see the columns in which field data will be automatically imported from eformsign.

Manage Data Connections Screen