Microsoft OneDrive lets you store important files in the cloud and access them anywhere — at work or on the go! Use Jotform’s free OneDrive integration to automatically convert form responses into PDFs and send them directly to your OneDrive folder, including file uploads.
To integrate OneDrive, please follow the steps below.
- In the Form Builder, go to the Settings tab.
- Click Integrations from the left side.
- Search for OneDrive and click it.
- Click the Authenticate button to connect and link your OneDrive account. You must allow permission requested by Jotform in the authentication window.
Note
Jotform saves your OneDrive account after your link it allowing you to select it again when doing the same integration through your other forms.
- Next, you’ll have to set up the following options:
- OneDrive Folder — The main folder can only have a static name. You can choose your form fields as the subfolder name.
- Send uploaded files to OneDrive — You can choose to send all or selected upload fields to OneDrive.
- Send submission PDF to OneDrive — You can choose to send the Submissions PDF to OneDrive, but you can only select one PDF document to send.
- Click the Save button.
- Finally, click the Finish button to complete the integration.
Your form will now start sending PDFs and files to your OneDrive folder. You’ll also see the link to the OneDrive folder where the submissions and files will be uploaded.
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21 Comments:
Is there a way to get forms already submitted pre-integration to be uploaded post-integration?
Can I get it to send the forms to different folders based on the answers selcted?
I would also like to echo one of the other comments requesting that we are able to choose the save PDF conditionally.
We have multilingual forms configured to deliver the responses in the appropriate language. EN, ES or PT. We can do that conditionally with Notification emails, but not (YET?) with One Drive.
Can you change the destination one drive, I have 2 a work and a personal but only my personal show when trying to intigrate
Thanks
Pete
For some reason, I cannot get this to add the folder within multiple folder systems in my OneDrive. it is working for 5 or 6 other forms that I sent up previously... but now on the new form it is just creating the folder after submission in "MY FILES" folder. I cannot seem to get it to create within another folder I have set up in the One Drive. Help!
How do I stop the approval history from appearing on the uploaded form? It's irrelevant to the storage of the form and I'd like to keep it separate.
Friends how come we can save ONLY ONE PDF if we have many? Please allow us to save all PDFs
When a correction is made to a submission, are the files automatically updated in onedrive / re-submitted to one drive?
Is there a way that enable us to create multiple folder inside OneDrive folder ? I can see only two folders are currently created! I am looking to add three or four folder inside. Thanks
Is there a way to add multiple onedrive connections? For example, say three different people should be able to see the information once it is sent to Onedrive. Is there a way to do that?
Two problems:
1. We need to be able to choose a folder in OneDrive that already exists. I don not see a way to browse and select a folder.
2. We have a condition in place that sends the notification email with 1 of 2 PDFs. The OneDrive integration only allows me to choose one of the PDFs. We need the integration to support conditions.
How is the PDF named? The folder is correct but the actual document is using the last 2 fields to name the document. Can I change this? Thanks!
How do we have our form submissions go to an excel doc through onedrive the same way it use to for google sheets
This would be okay, if people only used 1 Form - However we use multiple forms for different roles, however some are the same e.g- Engineers, Accounts and Sales.
Not being able to create a Jotform Master Folder in the root, and then have subfolders for each form is really 1 step away from perfection - Please consider adding in the future.
Trying to authenticate with OneDrive but error occurs
"Something went wrong! Please close window and try again!"
There is some way to choose subfolders, for example I want to store in this path store / registrations not in the root
can you get this integration with one drive on sliver membership?
I tried this way but it does not work. When I click authenticate it asks for approval. and I cant do anythong.
Is it possible to use Sharepoint instead of OneDrive?
They're built on the same platform - just different permissions.
I'm not seeing the OneDrive integration in the options available. Am I missing something?
Once a form is integrated with OneDrive, will it automatically send the info to OneDrive once there is a submission? Or will I need to go in and upload it manually?