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Set up automatic agreement storage with Microsoft OneDrive

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

Learn more: Eptura Visitor Integration and apps marketplace. 

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

Connecting Eptura Visitor and OneDrive

  1. Create a folder In OneDrive for the signed agreements.
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  2. Open the Eptura Visitor OneDrive integration from the Eptura Visitor 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 Eptura Visitor, you can create different folders in OneDrive and have every location point to the appropriate folder.

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