Connect Dropbox from Integrations to copy approved documents into a dedicated App Folder in your Dropbox. Dropbox sync is part of the Professional and Enterprise plans, and only an admin can connect it. For everything docEvault connects to, see Integrations.
Scope
docEvault only requests access to that app-specific folder, not your whole Dropbox. It cannot read or modify anything outside it.
Where files go
Inside the App Folder, files land under the folder set in Configure (docEvault unless you change it), then one folder per contact and one per request: docEvault / Jane Doe / 2025 Tax Return / W-2.pdf.
What gets copied, and when
Only approved documents. Files still under review or rejected aren't copied, so the folder reflects what you've accepted.
- Auto-sync. Turn it on in Configure and each file is copied a few seconds after you approve it.
- Push to Dropbox. Open the ⋯ menu on an approved file to copy it yourself. The item reads Push to Dropbox Again once the file is already there. Use it for files approved before you connected, or to retry one that failed.
Pushing a file that's already in Dropbox replaces that copy. It doesn't add a second one. If you renamed the file since, it goes in under its new name.
Checking that a file arrived
Once Dropbox is connected, each approved file on a request shows in Dropbox or Dropbox copy failed next to its size and upload time. Hover over it to see where the file went or what went wrong. The Dropbox card under Integrations shows when a file was last copied.
Each Push to Dropbox is also recorded in the request's Activity feed, with where the file went and who pushed it (or why it failed). Automatic copies aren't listed there; the file's in Dropbox mark shows those. Your client doesn't see these entries.
If some files on a request fail, whoever approved them gets a notification. Open the request and use Push to Dropbox on those files to try again.
If the connection stops working
If docEvault can no longer reach your Dropbox, org admins get one Dropbox Needs Reconnecting notification. The Dropbox card turns red and shows a Reconnect Dropbox button. This usually happens because someone removed docEvault from Dropbox's connected apps. Until you reconnect, nothing is copied. Files approved in the meantime show Dropbox copy failed and need pushing again after you reconnect.
Disconnecting
Disconnect removes docEvault's access on Dropbox's side too, not just in docEvault. Files already copied stay in your Dropbox. They're yours. If Dropbox doesn't confirm the disconnect, docEvault tells you. You can then remove docEvault yourself under Connected apps in your Dropbox settings.
On the Easy Start plan
Easy Start can't connect Dropbox. If your firm moves from Professional to Easy Start while connected, syncing pauses: nothing new is copied and Push to Dropbox disappears. You can still disconnect. Upgrade again and syncing resumes from the next approval. Push any files approved while it was paused to catch up.
Encrypted organizations
With zero-knowledge encryption on, auto-sync isn't available because the server can't decrypt your files. Push to Dropbox still works: it decrypts the file in your browser and uploads it from there. The copy in Dropbox is therefore readable, and it's protected by Dropbox's security rather than docEvault's encryption.
When it's worth using
Connect Dropbox if your firm files its documents in Dropbox and uses docEvault to collect them. It saves downloading and re-filing every completed request.
If you'd rather pull files down in bulk when a request finishes, Download all may suit you better.