Docupilot
HomeLoginSignup
  • Docupilot Help Documentation
  • Getting Started
  • Building Templates
    • Tokens (Merge Field)
    • Document Builder
    • AI-Powered Template Builder
    • Word Document (DOCX) & PowerPoint (PPTX)
    • Excel (XLSX)
    • Fillable PDF
    • Template Preferences
    • Formatting Your Data
    • Numerical Calculations
    • Advanced usage
  • Test your document template
  • Deliveries
    • Email
    • Webhook
    • Dropbox
    • Google Drive
    • One Drive
    • DropboxSign (formerly Hellosign)
    • DocuSign
    • SignNow
    • Xodo sign (formerly Eversign)
    • Signable
    • Yousign
    • Amazon S3
    • SFTP
  • Create document
    • Data Capture Form
    • API & Webhook Integration
    • Bulk Create
    • Integrate with Zapier
    • Integrate with Make
    • Integrate with Zoho Flow
    • Integrate with Integrately
  • Integrations
    • Google Forms
    • Google Sheets
    • Airtable Extension
    • Docupilot Add in for Microsoft Word
  • Collaborating with multiple users
    • Invite users
    • Manage & delete users
  • Reports
  • Settings
    • Workspace
    • API Settings
    • Manage Subscription
    • Linked Accounts
  • Folders & Templates management
    • Manage Folders
    • Manage Templates
    • Share Templates & Folders
  • Profile & Account Security
  • Frequently Asked Questions (FAQs)
  • Developers
    • API Overview
    • Templates API
    • Folders API
  • Updates
    • Scheduled Downtime Notification
Powered by GitBook
On this page
  • Link Account
  • Reconnect an integration
  • Revoke Access

Was this helpful?

  1. Settings

Linked Accounts

PreviousManage SubscriptionNextFolders & Templates management

Last updated 9 months ago

Was this helpful?

In this section, you can view all the accounts you have integrated with third-party applications for deliveries. You can also manage all your linked accounts from here.

To access the Linked Accounts:

  1. Navigate to the Dashboard.

  2. Click on the Settings icon in the left-side menu.

  3. Then, select "Linked Accounts."

Link Account

You can easily connect supported third-party apps by clicking the "Link account" button. Then, select your desired app from the list and proceed with on-screen instructions to link your account.

Reconnect an integration

When account authorization expires for various reasons, this option allows you to securely reconnect the linked account, ensuring that ongoing deliveries remain uninterrupted. Click the "Reconnect" button besides an expired account and follow on-screen instructions to re-establish the link.

Revoke Access

If you wish to remove a linked account, you can use this option. This action will revoke Docupilot's access to your integrated account, and all deliveries associated with that account will be deleted.

Note: Once this operation is executed, it is irreversible, and any deleted data cannot be recovered.

Linked Accounts
Setup an integration account
Reconnect a broken integration
Revoke access for an Linked Accounts