Setting up an external archive

Learn how to create an external archive for backup copies of agreements that have been sent. You can archive copies of signed agreements to any email address or to Box and Evernote. A copy of the Signed and Filed email is sent to either the email address or the service you set up.

External archive: email address

  1. Log in as the account admin.

  2. Click Account Settings > External Archive under the Account tab.

    archive via email

  3. Enter the archive email address and click Save Changes.

    archive via email

External archive: Box.com

  1. Log in as the account admin.

  2. Click Account Settings > External Archive under the Account tab.

  3. Select the click here link to the right of the Box logo.

    archive via Box

  4. Follow the Box-specific directions in the pop-up window.

    archive via Box

External archive: Evernote

  1. Log in as the account admin.

  2. Click Account Settings > External Archive under the Account tab.

  3. Select the click here link to the right of the Evernote logo.

    archive via Evernote

  4. Follow the Evernote specific directions in the pop-up window.

    archive via Evernote

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