Connect CLMS 360 to Dropbox so contract documents, versions, and shared folders stay wherever your team already stores files — no duplicate copies, no separate sync to manage.
Once Dropbox and CLMS 360 are linked, contract files, versions, and shared folder access follow the same structure as everything else your team keeps in Dropbox.
Contract documents live in Dropbox as the single source of truth — CLMS 360 references the file instead of storing a separate copy.
Every redline and revision is a Dropbox file version, so the full drafting history is preserved without exporting side copies.
Dropbox shared folder access carries over to the contract record, so access control doesn't need to be set up twice.
Once a contract is fully executed, the completed document is stored back to the matching Dropbox folder without manual upload.
External counterparties can be sent a Dropbox file request for supporting documents, without giving them access to your full folder.
Choose exactly which Dropbox folders sync to which contract types, without engineering involvement.
Connect once with OAuth, choose your folder mapping, and the sync runs in the background from then on.
An admin authorizes the connection through Dropbox's OAuth consent screen using your existing team account. No API keys to generate or store.
Match CLMS 360 contract types to Dropbox folders, and choose whether documents are referenced in place or copied on execution.
New and existing contracts start syncing immediately, with shared folder permissions applied from day one.
A sample of the default field mapping — every field is editable during setup.
| Dropbox field | CLMS 360 field | Direction | Status |
|---|---|---|---|
| Dropbox file | contract.document | CLMS → Dropbox | Live |
| Folder path | contract.folder_path | CLMS → Dropbox | Live |
| File version | contract.revision_id | Dropbox → CLMS | Live |
| Shared folder access | contract.access_level | Dropbox → CLMS | Live |
| File request | contract.requested_attachment | CLMS → Dropbox | Live |
| Executed document | contract.signature_event | CLMS → Dropbox | Live |
By default, CLMS 360 references the file in place in Dropbox. You can optionally configure a copy-on-execution rule for completed contracts if your process requires it.
Yes. Shared folder access set in Dropbox is inherited by the linked contract record, so access control only needs to be managed in one place.
Yes. CLMS 360 can send a Dropbox file request link, letting counterparties upload supporting documents without needing their own account or access to your folder.
No. The integration uses Dropbox's standard OAuth 2.0 and platform APIs. No custom app or scripting is required for standard folder sync.
Yes. Every folder mapping is configured individually by contract type, and can be changed at any time by a CLMS 360 admin.
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