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 you provide or to the service you set up.

External archive: email address

  1. Log in as the account admin, go to the Account tab, and click Account Settings and External Archive.

    archive via email

  2. Enter the email address that you want to use as your archive and click Save Changes.

archive via email

External archive: Box.com

  1. To set up your External Archive with your Box account, log in as the Account Admin and go to the Account tab.
    Click Account Settings, External Archive and then click the click here link to the right of the Box logo.

    archive via Box

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

archive via Box

External archive: Evernote

  1. To link your Evernote account to your External Archive, log in as the Account Admin and go to the Account page.
    Click Account Settings, External Archive and click the click here link to the right of the Evernote logo.

    archive via Evernote

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

    archive via Evernote

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