

You could for instance use this to create a directory for every entry feeding in data like the entry id, a name, etc.

Merge tags are also supported in this setting which allows you to feed in dynamic data from the entry tied to the document to be uploaded. Keep in mind this is relative to the user you’ve authenticated the integration with, so the upload root may not be the root of the overall Dropbox account the user is part of, it could be relative an app folder or a user’s home directory in Dropbox. This is the only required setting for the integration and it specifies where in your Dropbox account the feed will attempt to write files to. Setting the Dropbox toggle in this list to the enabled state will pop out a few settings: Navigating to the Integrations settings tab will display any Integrations you’ve set up allowing you to toggle those on for the feed. To do this, navigate to Forms > FORM NAME > Settings > Legal Signing page in your WordPress admin and either add or edit a Legal Signing feed. Now that you’ve successfully authenticated with Dropbox in your Legal Signing settings, you’ll need to set up your Legal Signing feed(s) to enable the upload to Dropbox and specify where the generated documents will be stored in your Dropbox account. Once you’ve completed the process successfully you’ll be redirected back to the global Legal Signing settings page, if all went well you should now see a Disconnect from Dropbox button for the Dropbox Integration in the Integrations settings tab. Personal license holders will instead be given a button to upgrade to a Professional license in order to use the integration.Ĭomplete the authentication with Dropbox following the on-screen prompts that are served to you. Note: The Dropbox integration is only available to active Professional and Agency tier Legal Signing license holders.
In the list of available integrations, find Dropbox and click the Connect to Dropbox button. To authenticate, navigate to the Forms > Legal Signing page in your WordPress admin and the navigate to the Integrations settings tab. There is no additional plugin to install to activate the Dropbox Integration, but you do need to initially authenticate Legal Signing with your Dropbox account to get started.

Using the Dropbox Integration for Legal Signing, your documents can be sent to your Dropbox account after a document has been generated via Legal Signing. Extending Legal Signing fg_legalsigning_use_image_binary_pre_generate
