When you sync Dropbox Sign to Evernote, it'll add a Dropbox Sign notebook to your Evernote account.
All copies of sent and received documents will be stored here under auto-generated tags that make them easy to review and access.
What tags will you see?
Your documents will be stored under the following tags:
Received: Documents you were sent or CC'd on
Requested Signatures: Documents you sent for signature
Sent: Self-signed documents
Signed and returned by you: Documents you were sent that you signed and returned
For Premium users:
Premium users can choose one organizational admin to set up the integration with their Evernote account, then do the following:
- Share team folders with the individual team admins who should have access to their documents. You can add new admins to the Evernote shared folders or add any other colleagues who should have access to documents within specific teams (they don’t need a Dropbox Sign account).
- When you rename a team, a new folder with the new team will be create on your Evernote account. All documents from the old folder can be copied to the new folder, and all future documents will be synced to the new folder.
- Unlink and change the admin account used for syncing which we recommend doing when users are being replaced.
Learn more about team level document syncing and storage for premium users.
