OneDrive Integration
To streamline your document generation workflow and keep your files organized, AutomatedDocs enables you to automatically upload generated documents to a designated folder in OneDrive. This guide will assist you in selecting the target folder where all newly created documents will be stored.
Step 1: Connect your Microsoft Account
Start by connection your Microsoft account to AutomatedDocs by clicking the "Connect Microsoft Account" button and follow the authentication process
After selecting your account, Microsoft will present you with a list of permissions that AutomatedDocs needs to function correctly. Review the permissions and click "Allow" to grant AutomatedDocs access to OneDrive for document storage.
Step 2: Setting up your OneDrive integration
After connecting your account, you need to select to which OneDrive folder we will upload the generated documents.
Step 1: Access OneDrive Folder Selection
Upon reaching the OneDrive integration screen:
- You will see an option to "Choose a folder" for your generated documents.
Step 2: Specify Target Folder
To specify the target folder:
- Click on the "Select Folder" button.
- A window will open, prompting you to log in to your Microsoft account if you're not already logged in.
- Once logged in, navigate through your OneDrive and select the folder where you want the documents to be stored.
Step 3: Confirm and Save
After selecting the target folder:
- Confirm that the chosen folder is the correct location where you want your documents to be automatically uploaded.
- Click "Save" to confirm your selection and establish the connection between AutomatedDocs and your OneDrive folder.
Privacy and Security
- AutomatedDocs values your privacy and security. Rest assured that AutomatedDocs will only have access to the specific folder you select and not to your entire OneDrive contents.
- The permissions granted are solely for the purpose of storing generated documents in the chosen folder.