Microsoft OneDrive

1. Access the Integration Library
   1. Navigate to the Integrations tab from the left-hand panel on your Docsumo dashboard.
   2. Select Connector Library to view all available integration options.
      
      
2. Select Microsoft OneDrive Integration
   1. Locate the Microsoft OneDrive connector in the list.
   2. Click on Add Integration under the Microsoft OneDrive option.
      
      
3. Name Your Integration
   1. A pop-up window will appear prompting you to provide an integration name.
   2. Enter a unique name for this integration (e.g., "OneDrive_Invoice_Integration").
   3. Click Confirm and Integrate to proceed.
      
      
4. Authenticate Your Microsoft OneDrive Account
   1. You will be redirected to the Microsoft OneDrive OAuth authentication page.
   2. Sign in with your Microsoft account that you wish to integrate with Docsumo.
      
      
5. Grant Permissions
   1. Review the permissions requested by Docsumo:
      1. Read your profile: Docsumo will access your profile information.
      2. Open OneDrive files: Docsumo will access files, including those shared with you.
      3. Maintain access to data: Docsumo will retain permissions to update data you have shared.
   2. Click Accept to grant the necessary permissions.
      
      
6. Complete the Integration
   1. After granting permissions, you will be redirected back to Docsumo.
   2. Navigate to the My Integrations tab within the Integrations section.
   3. You should see your Microsoft OneDrive integration listed with a "Connected" status.
      
      

Post-Integration Setup

Once your integration is successfully configured, Docsumo will be able to:

• Automatically import files from your connected OneDrive account.
• Enable seamless processing of documents stored in Microsoft OneDrive.

Managing Your Integration

• To manage or disconnect your integration, visit the My Integrations tab.
• Use the options next to your integration name to modify or remove it.