G'day everyone, Alex, here from Paperform.
And today I'm going to show you how you can automatically send your
files and form submissions to Dropbox from your online forms.
So let's take a look.
Paperform's, direct integration with Dropbox empowers you to send
your forms, uploaded files, and results to a specific Dropbox folder.
I've created a design request form, which prompt submitters
to provide details on their request
as well as to upload an image file and a text file.
So to set up the integration from your form editor head to after
submission, integrations and web hooks, select Dropbox, next select
upload files. You'll then be prompted to add your Dropbox account.
So hit the add account button and then follow the prompts.
Once you have successfully connected your Dropbox account.
It's time to select the folder where you want your files uploaded to.
So I'll select my design request folder.
Next you'll need to select the files that you actually want to upload.
So I'm gonna select the image file as well as the text file.
Once you've done this, you can set a file name prefix for each of your files.
And this is merely an extension of that file name.
It'll be a label that precedes that original file name.
You can either manually type it, or we can click on the icon that appears
on the right-hand side, which will display all of the values from our
form submission for my use case.
I want to precede the original file name with this submission date and time.
So I'm going to select submitted at, but not to worry.
You can leave this section blank.
Next.
We have the ability to set a file path fragment, and this is merely creating a
new folder within our original folder.
You may want to organize your files per customer.
And this is a great use case.
I would like to organize all of my design requests for each customer
into a specific folder to do this.
I'm gonna select that icon on the right hand side.
And display the response from my, submitter for their name.
This will automatically create a folder specifically for that customer.
However, it's best to note that if you are uploading multiple files
within one integration set up, this is gonna create multiple folders.
If you want to organize.
All files for that particular customer into one folder on your
Dropbox, then you must create multiple integrations for each correlating file.
But of course you must use the exact same file path fragment or folder
name. After this it's time to test the integration, but first we'll need to
run a test submission of our form.
So head to the top right corner and click the eye icon there to view the live view.
I'm just gonna quickly run through a test submission.
I'll type a name, a company quickly check in an email, then a date.
Now it's time to upload the image file specifically a P N G and the text file.
There we go.
And once those files have successfully uploaded, we can hit submit.
Now let's jump back into the integration setup and select send test.
Okay, groovy.
That test has been a success.
So let's jump into our Dropbox account and I'll head to my design request folder.
And, voila, there.
We can see that a folder has been created with my submission name, but
if we jump into that folder, we can see what I was referring to by it.
Creating multiple folders for multiple files.
Then we can see we've got the submitted at value proceeding.
The original file name there.
That's it.
If we jump back into the integration, we can complete the
setup by hitting finish, set up.
It's that easy.
Now, if at any time, for any reason you want to turn off your integr.
Toggle this here.
And if you'd like to edit, look at the history, duplicate or delete
your integration, you can just click that cogwheel and make a selection.
Now I hope this has been a helpful video.
If it has, please hit that thumbs up and make sure to subscribe to our channel
for more helpful videos on paper form.
Good luck and have fun creating.