How to set up automatic agreement storage with OneDrive
This article explains how to automatically upload signed agreements outside of Proxyclick into your OneDrive account.
This feature is part of our Premium plan.
What does this feature do?
With this feature, your team members who may not have access to Proxyclick can easily access the documents in one folder.
Connecting Proxyclick and OneDrive
Step #1: In OneDrive, create the folder that will contain the signed agreements.
If you do not have a OneDrive for Business account, the first step is to create one.
Step #2: Go to the Marketplace and find OneDrive, click on Try Free.
Step #3: You will then be directed to Microsoft OneDrive. Please sign in.
Step #4: Select the folder in which you would like to store the signed agreements.
And that's it! Now, agreements signed by your visitors will be automatically stored in your OneDrive folder.
If you manage multiple locations with Proxyclick, you can create different folders in OneDrive and have every location point to the appropriate folder.
Please keep in mind. The addition of this integration will store agreements signed after the integration has been set up. Agreements that were signed prior to the integration will have to be manually downloaded and added to the folder.
If you have any questions or feedback, please contact firstname.lastname@example.org or send us a message on the live chat.