Automatic cloud backup in Zoho Sign

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Introduction

Zoho Sign provides an option to automatically back up signed and completed documents to supported cloud storage providers. This ensures you always maintain a secure copy of your documents and their Completion Certificates for better protection and availability.

 

Supported Cloud Storage Providers

  • Zoho WorkDrive
  • Dropbox
  • Box
  • Google Drive
  • OneDrive

You can choose a preferred location on any of these platforms to store your signed documents.

 

Prerequisites

  • Active Zoho Sign Enterprise subscription
  • Administrator access (only admins can enable and set up automatic cloud backup)

Step to Enable Automatic Cloud Backup

  1. Log in to Zoho Sign.
  2. Go to Settings > Account Settings > Automatic cloud backup.

3.Check Enable cloud backup.

4.(Optional) Check Include Certificate of Completion if you want certificates backed up along with documents.

5.Click Choose next to Select cloud storage.

6.In the Cloud Uploader tool, select your preferred storage provider and connect it with Zoho Sign.

7.Choose the folder/location for backup → Click Add to this folder.

8.Select a file name format from the dropdown.

9.Enter your preferred date format.

10.Click Save.

Tips

  • Automatic cloud backup applies only to documents completed after enabling the feature.
  • It does not retroactively back up existing documents.
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