Why Octiv & SugarSync

The Octiv integration with SugarSync, a premium cloud service, gives Octiv users the power to easily share, access and manage files within the Octiv platform. Octiv allows you to create a professionally branded document, redline it, share it and send it for eSignature. Once a document is signed, Octiv automatically saves it to the correct SugarSync folder for secure storage and sharing. This solution allows customers to leverage the power of SugarSync without having to leave the Octiv interface.

Key Capabilities

  • Use SugarSync’s search to find the files you need, right from within Octiv.
  • Build Octiv documents with files stored in the SugarSync repository.
  • Automatically update the latest file in your Octiv document template if you upload a new version in SugarSync.
  • Send copies of signed agreements to all parties and to specific folders in SugarSync.

Technical Requirements

  • SugarSync account

About SugarSync

Launched in 2008 and based in San Mateo, CA, SugarSync is used worldwide in over 120 countries. Brands such as Staples, Fujitsu, France Telecom-Orange, SoftBank Mobile and more have selected SugarSync as a partner to bring cloud storage and file sharing services to their customers.

For more information about SugarSync, please visit their website.