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. Templi only reads a file when you attach it, and saves a file to your OneDrive only after you approve the file name and folder.

Where to find it

Click Connectors in the sidebar and open Microsoft OneDrive, or go to https://app.templi.ai/integrations/apps/one-drive. Every connector is listed in Connectors.

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 Connectors in the sidebar, 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 access to your files.

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

Ask Templi

Ask Templi to save a finished document to your OneDrive. You approve the file name and folder before anything is written. For example:

Save Sarah Winters' annual review letter to the Clients folder in my OneDrive.

Summary

OneDrive connects so you can attach files from your OneDrive as sources for a document or a chat, and save finished documents back once you approve them. Each person connects their own OneDrive.