How to integrate Collect with Microsoft OneDrive

Integrating Microsoft OneDrive with Collect allows you to automatically store client-submitted documents in your OneDrive folders. It’s a great way to centralize and back up files while maintaining access across your Microsoft workspace.

Step 1: Connect your OneDrive account

• Click your profile icon at the top right of the page.
• Choose Settings from the dropdown menu.
• Open the Integrations section.
• Look for Microsoft OneDrive and click Connect to OneDrive.
• Authorize the connection by following the prompts from Microsoft.

Your OneDrive account will now be connected to Collect, but syncing still needs to be configured per campaign.

Step 2: Configure sync in your campaign

To begin syncing files to OneDrive, you'll need to enable and configure cloud storage for each campaign individually.
📘 Follow this guide to complete setup: How to sync your documents to your cloud storage

Summary

Microsoft OneDrive integration gives you a powerful way to organize and safeguard client documents collected through Collect. With automated sync, folder structuring, and flexible triggers, your files are always in the right place at the right time.

Want to explore more integrations?
Google Drive
Dropbox
Box
Microsoft SharePoint

Updated on: 01/07/2025