Dropbox Integration

Connecting Your Account to Dropbox

Connecting Zentake to Dropbox allows you to automatically upload all submitted forms and documents as PDFs to your Dropbox account. Follow these steps to set up the integration.

Step 1: Navigate to Integrations

Go to Settings > Integrations in your Zentake dashboard.

Find the Dropbox integration and click Connect.

Step 2: Authorize Your Dropbox Account

You will be redirected to the Dropbox sign-in page.

Sign in with the Dropbox account you want to connect.

Click Allow to grant Zentake permission to access your Dropbox.

Step 3: Confirmation of Connection

After authorization, you will be redirected back to the Integrations page in Zentake.

A confirmation message will indicate that your Dropbox account has been successfully connected.

Step 4: Configure Folders and Assign Forms

In Settings, create the folders where you want submitted forms to be saved.

Assign specific forms to each folder to keep your documents organized within Dropbox.

Important: HIPAA Compliance

If your organization is required to comply with HIPAA, you are responsible for ensuring your Dropbox account is configured appropriately and that you have a Business Associate Agreement (BAA) with Dropbox if required by your Dropbox plan and organization's compliance policies.