Use the GoFormz-OneDrive connection to upload submitted PDFs to your existing OneDrive account.
Before you begin, verify that you have access to an OneDrive account. GoFormz recommends creating a 'GoFormz Connection' OneDrive account used only for this connection. This account will display as the user who completes any actions.
Note: You must re-authenticate this connection each time you change your OneDrive account password.
This connection gives GoFormz access to your OneDrive account to read and write files, but GoFormz will not have management access for any of your OneDrive settings.
You have two options for adding your connection: while setting up your Workflow recipe, or via the Connected Apps page.
While setting up your Workflow
If you want to add a connection while setting up your Workflow recipe, you’ll select a recipe in the Workflow Recipes Library. When choosing your action configuration details, click the Connection drop-down menu and select “+ Add Connection”.
If you want to connect OneDrive to your GoFormz without setting up a Workflow, add your connection on the Connected Apps page.
On the Connected Apps page
Follow the steps below to create your new OneDrive connection in the GoFormz web app.
Access the More drop-down menu.
Click Connected Apps.
You'll navigate to the App Connections screen.
Select the OneDrive connection.
You'll navigate to the OneDrive connection management page.
Click Add Connection.
The Start a new connection modal will appear.
Enter your Microsoft 365 username and password.
If you're already logged into your account, then skip to step 4.
Note: GoFormz recommends renaming your connection to aid in connection management. Best practice is to include your OneDrive username as part of the connection name.
Want to verify your new connection?
In the GoFormz web app open the More drop-down menu and click Connected Apps to access the Connected Apps page.
Here, you'll click the card for the app connection you want to verify.
You'll navigate to the app's connections list where you'll see your existing connections for your selected app. Locate your connection in this list to verify a successful connection.