This article explains how to automatically upload signed agreements outside of Proxyclick into your Dropbox account. With this feature, your team members who may not have access to Proxyclick can easily access the documents in one folder.
How to link Proxyclick and Dropbox
Signed agreements will be stored on your Dropbox account. If you do not have a Dropbox account, the first step is to create one.
In Dropbox, create the folder(s) that will contain the Agreements.
Next, go to the Integrations page and find Dropbox, click Try free.
You’ll now see your list of folders. Please select the folder(s) that should contain the Agreements.
The Agreements signed by your visitors through Proxyclick (on the kiosk or if sent in advance) will now be automatically stored in your Dropbox folder too.
If you manage multiple locations with Proxyclick, you can create different folders in Dropbox and have every location’s Agreements saved in their respective folders.
This integration requires the External storage add-on to your Prime subscription.
Please contact us via the live chat on the bottom right of this page or email at firstname.lastname@example.org if you have any questions!