Cloud Storage: Connecting your Conga Collaborate Account
You can automatically store signed documents in Amazon S3, Box, Dropbox, Google Drive, OneDrive, SharePoint, or Salesforce Files.Follow these steps to connect a cloud storage account:
- From the Account Settings view, click Integrations in the Table of Contents panel
- Click Cloud Storage from the menu
- Use the Choose button to select from available cloud storage platforms (follow the prompts to log in to your platform)
- Click the folder where you’d like documents to be saved, and click Select
- Under the Filename Pattern field, use Insert Variable to choose how your uploaded documents are named and organized
- If you want to limit cloud storage to one destination, click Use Single Account Authentication
- Click Save
