Book a meeting

Automatic cloud backup in Zoho Sign

Estimated reading: 2 minutes 281 views

Zoho Sign can automatically back up signed and completed documents to a cloud storage provider, giving you a secure extra copy of documents and their completion certificates.

Supported cloud storage providers

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

Prerequisites

  • An active Zoho Sign Enterprise subscription
  • Administrator access, since only admins can enable and set up automatic cloud backup

How to enable automatic cloud backup

  1. Log in to Zoho Sign.
  2. Go to Settings > Account Settings > Automatic cloud backup.
  1. Check Enable cloud backup.
  1. Optionally check Include Certificate of Completion to back up certificates along with documents.
  1. Click Choose next to Select cloud storage.
  1. Select your preferred storage provider and connect it to Zoho Sign.
  1. Choose the folder or location for the backup and click Add to this folder.
  1. Select a file name format from the dropdown.
  1. Enter your preferred date format.
  1. Click Save.

Tips

  • Automatic cloud backup only applies to documents completed after you enable the feature.
  • It does not retroactively back up documents completed beforehand.

Frequently asked questions

Which cloud storage providers does Zoho Sign support for backup?

Zoho WorkDrive, Dropbox, Box, Google Drive and OneDrive.

Does automatic cloud backup cover documents I signed before enabling it?

No, it only backs up documents completed after the feature is enabled, not retroactively.

Who can set up automatic cloud backup?

Only administrators on an active Zoho Sign Enterprise subscription can enable and configure it.

Need help?

Need help setting up cloud backup in Zoho Sign? Contact support@thoughtlogik.com or see our Zoho implementation services.

Automatic cloud backup in Zoho Sign - PreviousVisible signature components in Zoho SignNext - Automatic cloud backup in Zoho SignRecipient experience in Zoho Sign

Leave a Reply

Your email address will not be published. Required fields are marked *

Learn how we helped 100 top brands gain success

Subscribe

×
Cancel