If you have both a DocSend and a Dropbox account, you can choose to automatically or manually save signed DocSend documents to your Dropbox account. To do this, you must be the document’s link owner in DocSend. When enabled, a zip file of the signed DocSend document and its accompanying signature certificate will automatically save to the DocSend folder in your Dropbox account. The document’s file name will remain the same across your DocSend and Dropbox accounts.
Note: This feature doesn’t support saving NDAs (also known as non-disclosure agreements) to your Dropbox account. Learn about NDAs in DocSend.
How to enable/disable the auto-save feature
To enable the auto-save feature, you’ll need to give Dropbox access to your DocSend account. To do this:
- Sign in to docsend.com.
- Click your avatar (profile picture or initials) in the top-right corner.
- Click Settings.
- Click Connected Apps.
- Click Connect Dropbox.
- Click the Dropbox account you’d like to connect.
- Note: If you have a Dropbox account but you’re not signed into it, you’ll need to sign in first. If you don’t have a Dropbox account, you’ll be asked to create one before you can connect. Learn how to create a Dropbox account.
Once you’ve given Dropbox access to your DocSend account, check or uncheck Save signed documents to Dropbox, and click Save changes.
Note: Enabling this feature won’t save past DocSend documents to your DocSend folder.
How to manually save DocSend files
You can save individual DocSend files to Dropbox without enabling auto-save. In DocSend, click the Dropbox icon next to the file you want to save. The zip file will save and then open in the DocSend folder in your Dropbox account.
Note: If the zip file doesn’t automatically open in your Dropbox account, you may be experiencing an issue caused by a third-party browser extension or add-on (such as a pop-up or ad blocker).
To fix this, temporarily disable any browser extensions or add-ons that are running. Once you no longer need the Dropbox window to open from DocSend, you can re-enable these browser extensions. If you'd like to continue using the extension, you may be able to create an exception for DocSend, or whitelist https://www.docsend.com. However, not all extensions support this functionality.