Linked Accounts

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.

Use a linked account to download images

When you link a cloud storage account (Google Drive or Azure Storage), you’ll see a "Use this for images" toggle next to the connection. Enabling this option allows Docupilot to use the Linked Account as Authorization mechanism to download the images from private image URLs and insert on the document.

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.