An integration is a connection between your GoCanvas account and your account on the other site. Out-of-the-box Integration Options allow you to connect all your GoCanvas forms at a company level with Box, Dropbox, or Google Drive.

Setting Up an Integration for All Forms

When one of the integrations is enabled, a copy of the PDF for all forms will be stored within the service you choose. To integrate your account with Box, Dropbox, or Google Drive follow the steps below:

Navigate to the Account Settings page following the instructions based on your Account View.

Core View

Without Departments With Departments

Expand the Account drop down in the left navigation and select Account Settings.

At the top of the left navigation, expand the menu under the username indicating the current Department and switch to the All Department. Then expand the Account drop down in the left navigation and select Account Settings.

 

Project View

Without Departments With Departments

Click your username at the bottom of the left navigation to expand the menu and select Account.

At the top of the left navigation, expand the menu under the username indicating the current Department and switch to the All Department. Then expand the Account drop down in the left navigation and select Account Settings.

1. Under Form Settings, find Integration Options and click Settings.
2. Click Activate under the site you wish to use.
3. A dialog box will come up for you to authorize the integration. Click Authorize.
4. This will take you to the site you chose to integrate with. It will have you login to the website if you are not already. After this step, depending on the site you chose, the steps are a bit different.

Box, Dropbox, and Google Drive

1. You will be prompted to Authorize the connection with several unique steps for each service. Then you will be taken back to the GoCanvas website and shown the Integration Wizard.
2. Here you will need to choose a Folder for the PDFs to be stored in. The default path will be /GoCanvas/. This means that the default location for stored forms is a folder called "GoCanvas."
   • Checkboxes to include the name of the form in the folder name or include the date of the submission in the folder name (YYYY_MM_DD) gives you quick options to customize the folder path. You may also create your own custom path by using forward slashes to surround the folder name. i.e. /GoCanvas/All Submissions/.

Save and your GoCanvas account is now integrated with the site you chose.

Using an Integration

Once you have an Integration set up, using it is easy! You fill out and submit forms just like usual. Every submission completed by any user in your account will automatically have a PDF copy saved to your Box, Dropbox, or Google Drive account.

Other Integrations

To learn about other GoCanvas integrations, please visit:

• What are Integration Options?
• Integrate an Individual Form with Box, Dropbox, and Google Drive
• Connect GoCanvas to your Favorite Tools
• What is GoCanvas Integrations?
• Getting Started with GoCanvas Integrations
• Can GoCanvas be integrated with backend systems?