Use the GoFormz-OneDrive connection to upload submitted PDFs to your existing OneDrive account.

Before you begin, verify that you have access to an existing OneDrive account. GoFormz recommends creating a 'GoFormz Connection' OneDrive account used only for this connection. The OneDrive account used for this connection will display as the user who completes any actions using this connection.

Follow the steps below to create your new OneDrive connection in the GoFormz web app.

  1. Access the More drop-down menu.
    Click Connected Apps.

Screenshot image of the GoFormz web app with the

You will navigate to the App Connections screen.

2. Click Add Connection next to the OneDrive application block.

Screenshot displaying the OneDrive application block in the GoFormz web app.

The OneDrive authorization window will appear.


3. Enter your Microsoft 365 username and password.

or

If you are already logged into your account, then skip to step 4.

Note: You must re-authenticate this connection each time you change your OneDrive account password.

4. Click Accept.

Screenshot displaying the Microsoft authorization window in the GoFormz web app.

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.

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