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Set up automatic agreement storage with Microsoft OneDrive

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Connect the Proxyclick OneDrive integration to automatically upload signed agreements to a Microsoft OneDrive folder so that colleagues who do not have access to Proxyclick can access the signed agreements.

Learn more: Proxyclick Integration and apps marketplace. 

You must have a OneDrive for Business account to connect Proxyclick and OneDrive. Learn more: https://www.microsoft.com/en-us/micr...-cloud-storage

Connecting Proxyclick and OneDrive

  1. Create a folder In OneDrive for the signed agreements.
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  2. Open the Proxyclick OneDrive integration from the Proxyclick integration and apps marketplace and click Connect.
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  3. When prompted, sign in to OneDrive.
  4. Select the OneDrive folder that you want to automatically save the signed agreements to.

And that's it! Now, agreements signed by your visitors are automatically stored in your OneDrive folder.

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Only agreements signed after the integration was connected are stored in the OneDrive folder. Agreements signed before the integration was connected, must be manually downloaded and added to the folder.

Multiple locations

If you manage multiple locations with Proxyclick, you can create different folders in OneDrive and have every location point to the appropriate folder.

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