Set up your external archive

Archive copies of signed agreements to any email address or to Box and Evernote. A copy of the Signed and Filed email is sent to either the email address you provide or to the service you set up.

Archives are perfect for keeping backup copies of the agreements you've sent.

External archive: Email address

Quick steps

  1. As account admin, go to the Account page.
  2. Click Account Settings.
  3. Click External Archive.
  4. Enter the alternate email address you want the copies sent to.
  5. Click Save Changes.

Step-by-step

  1. Log in as the account admin, go to the Account tab, and click Account Settings and External Archive.

    Archive
  2. Enter the email address that you want to use as your archive and click Save Changes.

    Archive - Email

External archive: Box.com

Quick steps

  1. As account admin, go to the Account page.
  2. Click Account Settings.
  3. Click External Archive.
  4. Click the click here link next to the Box logo.
  5. Follow the instructions in the pop-up window.

Step-by-step

  1. To set up your External Archive with your Box account, log in as the Account Admin and go to the Account tab. Click Account SettingsExternal Archive and then click the click here link to the right of the Box logo.

    Archive -box
  2. Follow the Box-specific directions in the pop-up window.

    ext archive6

External archive: Evernote

Quick steps

  1. As account admin, go to the Account page.
  2. Click Account Settings.
  3. Click External Archive.
  4. Click the click here link next to the Evernote logo.
  5. Follow the instructions in the pop-up window.

Step-by-step

  1. To link your Evernote account to your External Archive, log in as the Account Admin and go to the Account page. Click Account Settings, External Archive and click the click here link to the right of the Evernote logo.

    Archive - evernote
  2. Follow the Evernote specific directions in the pop-up window.

    ext archive5

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