Storage and routing
Choose the cloud account and folder on each file field. PigeonFiles delivers files there and records the submission’s
answers and status in your workspace.
Connected cloud accounts in Destinations.
Connect an account and choose a folder
Follow the guide for Google Drive, Dropbox, or OneDrive. Signing into PigeonFiles with Google or Microsoft does not
configure a storage destination.
Use Choose and maintain destinations for folder selection, account ownership, reconnection, and health messages. One
connected account can open its picker directly; multiple accounts add an account-selection step.
Free and Solo support basic destination selection. Pro and Agency add multiple connections and per-field destinations.
Cloud folder permissions still apply.
Organize arriving files
Use Folder organization for answer-based folder levels, conditional folder names, and filename templates on Pro and
Agency. Make the routing questions clear and required where a missing answer would produce an unwanted path.
Choose separate file fields when document categories need different limits, instructions, or destinations. Check the
destination and rules on each field.
Resolve a delivery problem
Inspect the submission record and the connection health before asking someone to send files again. Reauthorize an
expired connection or choose a folder the connected account can write to. If an owning teammate leaves, replace their
connection before relying on it for future requests.
A spreadsheet row, export, or submission record is separate from the file in storage. Read file access and storage
responsibilities for permissions, retention, and departures.
