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

AutomatedDocs - Microsoft Integration

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:

AutomatedDocs - google-drive Integration

  • 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.

AutomatedDocs - google-drive Integration

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.