Connect My Account to OneDrive

Overview

The Integrations settings allow for you to set up a variety of the integrations that are available with Floify.

 

Among these settings, you'll have access to connect your account to OneDrive.

 

The OneDrive integration pushes through all accepted documents automatically to OneDrive from Floify.

 

How to Set Up

From your team pipeline, navigate to Settings and select the Integrations tab:

 

 

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Scroll down to the OneDrive Integration and select the option to Edit OneDrive Integration:

 

 

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Select Connect and enter your credentials to grant permission:

 

 

 

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Success! The OneDrive integration is ready to go. All accepted documents for future loan flows will push through automatically moving forward.

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