Microsoft OneDrive

Connect OneDrive to attach files straight from your OneDrive when you generate a document or ask Templi a question, without downloading and uploading them first. Access is read-only, and Templi only reads a file when you attach it.

What it does

• Browse your OneDrive folders, or search by name, from the attach files dialog in Templi.

• Attach a fact find, illustration, factsheet or any other file as a source for a document or a chat.

• Files stay in OneDrive. Templi keeps the attachment for the document it was used in.

Connect

Each person connects their own OneDrive.

1. In Templi, click Integrations, open Microsoft OneDrive and click Connect.

2. Review what the app will be able to do and click Authorise and connect.

3. Sign in to your Microsoft account in the tab that opens and allow read-only access to your files.

Templi asks Microsoft for read-only access to your files and permission to keep the connection alive without asking you to sign in again.