When a client completes a questionnaire or signs off on a proposal, Osmosis creates a PDF for you to store in your records.
If you configure Dropbox, Osmosis will send the completed PDF there in a folder structure for each client.
To set this up, go to your integrations page:
Select ‘Connect your Dropbox account:’
You will be prompted to authorize access to your account:
Osmosis will show that you are successfully connected:
If you would like to disconnect your Dropbox account, this is possible through the integrations page: