Azure Blob Delivery

Saving created documents in Azure Blob Storage.

To add Azure Blob delivery, choose the Azure Blob option from the list of deliveries available in the Deliveries tab.

Linking Azure Storage Account

Connecting Azure Storage Account

To connect your Azure Storage account, follow the steps below:

1. Navigate to Settings in your Docupilot account.

2. Click on Linked Accounts from the left side panel.
3. Select Link Account, then choose Azure Storage as the storage type.

4. Enter the following details and click Save:

   • Azure Storage Account Name

   • Sas Token

Sas Token must be generated from your Azure Storage account. Navigate to Security + networking > Access Keys to create one.

Granting Permissions

Allowing Access Permissions to Container in Azure

After linking your Azure Storage account, follow the steps below to grant the required permissions (if not already provided):

1. Go to your Azure Storage Account.

2. Navigate to Security + Networking > Shared access signature.

3. Under Allowed services, enable:

   • Blob

4. Under Allowed resource types, enable:

   • Object

5. Under Allowed permissions, enable:

   • Read (required only when using this account for inserting private images on the document)
   • Write

If you want to update any permissions, or if your SAS token is expired, you must generate a new SAS token and use that to reconnect your Azure Storage account.

To insert private images (i.e. image files that are not available to download from a public URL) from your Azure Storage account, make sure to enable the "Use a linked account to download private images" toggle for the connection under Linked Accounts.

Configuration

Configuring Azure Blob Delivery

Name:
Enter a name for your delivery configuration. This helps you identify the delivery setup, for example, "Upload to My App folder".

Select Account:
Select the Azure Blob account you wish to use for the delivery. If no accounts are available, you can connect an account by clicking the Link Account icon or by navigating to Settings > Linked Accounts.

Container Name: Specify the name of the existing container to which your documents need to be delivered.

Folder Path: Configure folder path to which the generated files needs to be uploaded. The folder path can be dynamic. For example, to upload customer contracts under a folder that includes customer's name, you can configure Folder as Contract Agreements/{{CustomerName}}

Now when a contract is generated with AcmeCorp as CustomerName it will be uploaded to Agreements/AcmeCorp

Advanced Settings (Optional)

If you like to get notified on delivery errors, or on successful execution of deliveries, configure advanced settings to take advantage of integrations. Following advTanced integration options are available:

• On Success Callback URL : Configure a Web-hook URL which will be invoked with data containing the folder path to which the file was uploaded. To configure additional settings for callback URL like setting custom Headers and Additional Payload use the Advanced Configuration section.

• Emails to Notify on Delivery Failure : Failed deliveries are typically notified to the workspace owner, workspace admins and workspace managers via email. You can configure additional email IDs here to receive notifications on delivery failures.