Title: Connect OneDrive | OneForm > Save every report PDF into a OneDrive folder, with a sub-folder per client if you like, or send finished reports in one go. Source: https://oneform.si/help/integrations/onedrive/ --- 1. [Help Center](https://oneform.si/help/) 2. [Integrations](https://oneform.si/help/integrations/) 3. Connect OneDrive [View as Markdown](https://oneform.si/help/integrations/onedrive.md) # Connect OneDrive Save every report PDF into a OneDrive folder, with a sub-folder per client if you like, or send finished reports in one go. [Pro plan and up](https://oneform.si/pricing/ "See what each plan includes")Admins and ownersUpdated October 22, 2026 · 2 min read [Connect OneDrive ↗](https://app.oneform.si/integrations?open=onedrive&help=onedrive)[Open Reports ↗](https://app.oneform.si/reports?help=onedrive) OneDrive keeps a copy of every report PDF with the rest of your client files. Save them automatically from a workflow, or send the finished reports you already have from the **Reports** page. ## Connect OneDrive ![The OneDrive panel on the Integrations page](https://app.oneform.si/media/cd5127da-9416-5048-8b15-6ff95b55f25d) 1. Go to [Integrations](https://app.oneform.si/integrations?open=onedrive). The OneDrive panel opens. 2. Click **Connect Microsoft**. 3. Sign in with your Microsoft account and accept the permissions Microsoft shows. 4. You're back in OneForm, and the Microsoft account is connected. Work, school and personal Microsoft accounts all work. If your Microsoft account is already connected for something else, click **Allow** next to **OneDrive & Excel** on its card instead. ## Save each report from a workflow 1. Open [Workflows](https://app.oneform.si/workflows) and open the workflow you want. 2. Click **+** (**Add an action**) and choose **Save the PDF to OneDrive**. To save the approved version, put it after **Wait for approval**. 3. Under **Microsoft account**, choose the account. 4. Name the **Folder in your OneDrive**. OneForm creates it if it doesn't exist. 5. Leave **A sub-folder per client** on to file each PDF in a folder named after the client. 6. Set the **File name**. Use **\+ Insert answer** to add the report title or the client's name. OneForm adds .pdf. 7. Click **Test it**, then **Turn on** (or **Save and turn on**). ## Send the reports you already have Owners and admins can copy finished reports to OneDrive from the [Reports](https://app.oneform.si/reports) page, once a Microsoft account has OneDrive allowed. 1. Go to [Reports → All reports](https://app.oneform.si/reports). Filter by form or status if you only want some. 2. Click **Send All Reports to OneDrive**. To send just one, open its menu and choose **Send to OneDrive**. 3. Check what's being sent and click **Send** (for example **Send 12 reports**). They're filed as **OneForm reports › form name › client name**. Only approved, scheduled and sent reports go, since a draft can still change. Reports already in OneDrive are skipped, so nothing is copied twice. ## What OneForm can do The **OneDrive & Excel** permission lets OneForm create folders, save PDFs and update workbooks in your OneDrive. The same permission covers [Excel](https://oneform.si/help/integrations/microsoft-excel/). The access is stored encrypted. ## Disconnect OneDrive On the [Integrations](https://app.oneform.si/integrations) page, click **Manage** on the Microsoft 365 card, then **Disconnect**. This removes the whole Microsoft account, so Excel, Outlook, Outlook Calendar and Teams stop working for it too. To also remove OneForm from your Microsoft account, go to myapps.microsoft.com. The PDFs stay in OneDrive. ## Why did saving fail? - A file, not a folder, already has the folder's name in OneDrive. Rename that file or choose another folder name. - The form has no report. **Save the PDF to OneDrive** skips submissions without one. - Microsoft access was removed or expired. The Microsoft 365 card moves to **Needs attention**; click **Reconnect**. Was this article helpful? [← PreviousConnect Google Drive](https://oneform.si/help/integrations/google-drive/)[Next →Connect HubSpot](https://oneform.si/help/integrations/hubspot/) ## Related articles [Connect OneForm to your other appsHow the Integrations page works, how one-click connecting works, which apps your plan includes, and how to disconnect.Basic plan and up](https://oneform.si/help/integrations/integrations-overview/)[Connect Google DriveSave every report PDF into a Google Drive folder, with a sub-folder per client if you like, or send finished reports in one go.Pro plan and up](https://oneform.si/help/integrations/google-drive/)[Connect Microsoft ExcelAdd a row to an Excel workbook in your OneDrive for every response, or keep a workbook of your leads with their scores.Basic plan and up](https://oneform.si/help/integrations/microsoft-excel/)[ReportsApprove and send a reportApprove a draft, email it to the client with the PDF attached, see whether it arrived, and resend it to the same or a new address.](https://oneform.si/help/reports/approve-and-send-a-report/) Still stuck? 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