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How do I automatically back up my completed forms to Dropbox?

This article will summarize how to connect your Corfix account to Dropbox so you can safely and automatically save your completed forms.

Prerequisites & Important Notes

  • Permissions: You must have the correct permissions in Corfix (Integration > Add and Delete) to manage this setup.
  • Account Type: A Dropbox Business account is required to use this feature.
  • Folder Settings: This integration relies on Dropbox Groups and Team folders to share and organize your backed-up files.

Overview & Explanation

The Dropbox integration lets you automatically send copies of your completed Corfix forms directly to your company's Dropbox account. Once connected, you won't have to manually download and move files; Corfix will do the heavy lifting for you. This keeps your records organized, secure, and easily accessible in a storage system your team already controls.

How It Works

1. Connecting Your Dropbox Account

  1. Navigate to My Account Details within Corfix.
  2. Open the Integrations page and click Add.
  3. Select Dropbox from the list of available options.
  4. Follow the on-screen prompts to log into your Dropbox account and grant Corfix permission to securely connect.

2. How Your Forms Sync

  • New Forms: Once the connection is set up, any form that gathers all needed signatures and reaches the Completed status will automatically save to your Dropbox.
  • Existing Forms: Right after you connect, Corfix will look for any forms you have already completed and automatically back those up to Dropbox as well.

3. Finding Your Files in Dropbox

Your files are automatically organized to make them easy to find:

  1. Log into your Dropbox account and look for a main folder named Corfix Backup.
  2. Inside, your forms are sorted into folders by Project (e.g., "1000 My Project").
  3. Within the project folder, files are organized by Year and then Month (e.g., "2025" > "03").
  4. Each PDF file is named clearly using the Document Number, Title, Signer's Name, and Date (e.g., 20 My Form John Doe 2025-03-25.pdf).

4. Troubleshooting Missing Files

If your completed forms are not showing up in Dropbox, ask your Dropbox Team Administrator to check the following settings:

  1. Ensure the Corfix Backup Group exists in your Dropbox settings.
  2. Ensure the Corfix Backup Folder exists.
  3. In Dropbox, navigate to People > Groups, click the Corfix Backup Group, and click Manage Access. Verify that the Corfix Backup folder is checked off and listed under Team Folders.

5. Removing the Integration

If you ever need to disconnect Corfix from Dropbox, you will need to take steps in both platforms:

  • In Corfix: Go to My Account Details > Integrations. Find the Dropbox integration, click Actions, and select Delete.
  • In Dropbox (Admin Only):
    • 1. Navigate to your Team Content settings and locate the Corfix Backup folder.
    • 2. Archive the folder, navigate to the Archived tab, and select Permanently Delete.
    • 3. Navigate to People > Groups, click into the Corfix Backup Group, and select Delete Group.

Use Cases and Benefits

  • Save Time: Eliminate the busywork of manually downloading PDFs from Corfix and uploading them into your company's storage drive.
  • Better Record Keeping: Your forms are automatically organized by project number, year, and month, making it incredibly simple to find specific documents during an audit or safety review.
  • Enhanced Data Security: Keep all your important safety and project records securely backed up and centralized in an environment your IT team already manages.