Automatic cloud backup in Zoho Sign

Automatic cloud backup in Zoho Sign

Zoho Sign provides an option to automatically back up your documents as they're signed and completed to one of our integrated cloud storage providers. This can help you maintain another copy of your signed documents for better protection and availability.

The cloud storage providers presently supported by Zoho Sign are Zoho WorkDrive, Dropbox, Box, Google Drive, and OneDrive. You can choose a location on any of these platforms to securely store your documents as they're completed and their corresponding Completion certificates.

Prerequisites:

An active Zoho Sign account with Enterprise subscription.

How to enable automatic cloud backup in Zoho Sign

Note: Only administrators can enable and set up automatic cloud backup.
  1. Log in to Zoho Sign.
  2. Navigate to Settings > Account Settings > Automatic cloud backup.





  3. Check the Enable cloud backup option.



  4. Check the Include Certificate of Completion checkbox if you also want to back up the Completion Certificates along with their corresponding signed documents.



  5. Click the Choose button next to Select cloud storage.



  6. Select your preferred cloud storage provider in the Cloud Uploader tool and connect the app with Zoho Sign.



  7. Choose the folder or the location in which you want your documents backed up.
  8. Click Add to this folder.



  9. Select your preferred file name format from the dropdown box.



  10. Enter your preferred date format.



  11. Click Save.



Note: Enabling automatic cloud backup only backs up the documents completed after the option has been enabled. It does not retroactively back up any previously completed documents and their Completion Certificates when enabled. If you wish to back up all your existing Zoho Sign documents and their corresponding Completion Certificates, please write to support@zohosign.com (for non-EU)/support@zohosign.eu (for EU) for one-time immediate bulk backup assistance.