Self-paced

Save to Dropbox

4
Star Rating
1456 students
15 minutes
Document storage has never been simpler. You no longer need to manually place completed documents in your Dropbox folders. Discover how to streamline document archiving upon file completion and keep documents organized with no-code workflow automation.
Save to Dropbox

About this course

This course takes you through the process of setting up automatic document archiving to a specified folder in your Dropbox account. You’ll learn how to ensure your documents are saved to Dropbox once recipients complete the necessary information.

By the end of this course, you'll be able to keep your data structured, organized and simplify the process of locating documents in data-heavy workflows.

What’s included?

lessons to explain how to automate document archiving to Dropbox
quiz to consolidate your knowledge & test new skills
badge to showcase your new skills

What will you learn?

How to eliminate the time and hassle involved in sorting and navigating document archives
How to protect your documents from unauthorized access
How to ensure your archived documents contain the data you need from recipients

Who is this course for?

Anyone using Dropbox for document storage
Anyone looking to master workflow automation without coding
Those who want to advance their career with new skills

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Why your small business needs easy Cloud integration: how to archive to Dropbox without coding

What is Dropbox, and why is it useful for businesses?

Knowing how to archive to Dropbox efficiently is more important than you think. Dropbox is not a generalized platform, it is one of the most well-known cloud storage services that allows you to save data in one secure place. It offers 3 TB (3000 GB) of storage space, and more than 500,000 teams around the world trust Dropbox to secure their data.

Why?

It simply comes down to the fact that every job or task requires tools: templates, editors, storage, etc. Typically, each team member keeps all the files they’re responsible for on their own computer. Having to request for these files to be sent over has never been very convenient. If you aren’t near your computer or you’re on vacation, good luck getting what someone needs to them on time. To be more efficient, it’s crucial that SMBs like yourself create processes for storing all of these documents in one secure place. There’s no need to reinvent the wheel though, consider using existing solutions. Learn how to archive files in Dropbox directly from your document management platform using various integratable solutions.

What benefits do SMBs get from connecting to the cloud?

Connecting to the cloud increases internal collaboration and gives you and your team the ability to access any file, any time, from anywhere. Whether you’re at the office, on a bus, train, or lounging on an unnamed island in the Pacific ocean.

Besides, it’s common practice to keep documents for a certain period of time to legally protect yourself in situations where issues may arise at a later time. In situations like that, knowing how to archive to Dropbox solves a number of problems by storing your forms and contracts in a safe place that you can access at any time. Printing hard copies of documents, building paper mountains, and storing numerous folders in various cabinets in the digital era is the wrong decision. Switch to easy online document management by learning how to archive to Dropbox.

Why telling team members to manually save everything to Dropbox is not the most effective approach

Uploading every document to the cloud is a monotonous job that doesn’t increase efficiency and in some cases, diminishes it. The human factor is rampant in repetitive steps and manual data entry. Team members will forget to rename files, add the latest versions, or even perform the task in the first place. The human factor is the highest resulting factor in errors that end up costing a business its revenue and clients. A successful manager should always be looking for ways to protect their sensitive data, or more specifically, how to archive files in Dropbox risk-free.

Which automation tool is best for archiving files to the cloud?

Learning how to archive to Dropbox is not rocket science. To begin, you’ll need a convenient platform. Among the many other services that automate your workflows, pay attention to airSlate. It’s a multi-cloud business process automation (BPA) software.

airSlate doesn’t require coding skills or an IT department, so its implementation into your business is fast and affordable. You'll find Bots – software robots for two primary purposes: integration and automation. Automation Bots can send notifications or reminders, streamline signatures, rename documents, and much more. Integration Bots are made for updating and transferring data between multiple systems of record. They can easily archive information to your preferred cloud storage service. Use Bots to archive files to Dropbox instantly.

How to archive to Dropbox with airSlate

airSlate is a unicorn in the automation sphere because it allows organizations to configure automated workflows without hiring additional specialists.

The method of how to archive to Dropbox with airSlate is very simple and includes only five steps:
  • Create a Flow.
  • Assign steps.
  • Connect your Dropbox account.
  • Set up the Save to Dropbox Bot.
  • Configure additional settings for automated notifications.

With airSlate, tedious processes such as archiving documents are made easy. Instead of completing tasks manually, you get a powerful mechanism that saves your team time for income-producing activities.

airSlate, as an automated system, works according to predefined rules and logic. Unlike humans, Bots will always input the correct data.

When you know how to archive files in Dropbox automatically, you get measurable benefits:
  • Saved time by eliminating monotonous tasks.
  • Improved working processes by implementing automation.
  • Enhanced team morale by making work easier and more efficient.
  • Optimized resources by deploying Bots that work 24/7.

Boost your organization’s productivity and business as a whole. Eliminate bottlenecks and enhance client experiences. Enroll in the airSlate Academy for free and try the airSlate Fundamentals and Bots courses.

By implementing new tools airSlate and Dropbox will take your organization to the next level. Enroll in the airSlate Academy today for FREE!