This is a paid bot, and its usage will be counted toward your plan's credit limit. For more information about credit usage, refer to this article.
General
Automatically upload completed documents to your OneDrive.
Use case: you are handling the application process at the university, and you want to keep all documents filled by each applicant on OneDrive for reporting and auditing purposes.
How to set up
To add the bot:
1. Click the plus icon after the desired step.
2. Choose Bot and search for the OneDrive folder bot.
3. Click on the bot to install it.
Trigger
A trigger is an event that causes the bot to start working. The bot can be placed only after a step or any other element (for example, another bot), and it will run once the previous element finishes its job.
Connection settings
In the Destination section, connect the bot to your Onedrive account by clicking the Connect button. You’ll be redirected to the Onedrive login screen. Once you’ve logged in, you’ll be directed back to WorkFlow.
Use the three dots connection menu to disconnect or switch accounts at any time.
Indicate the files destination by clicking Select folder.
In the Find folder section, select the folder you need and click Select (1). If the folder doesn’t exist, create one by clicking the Create folder icon and entering the folder name (2). To search for the folders faster, use the search bar (3).
Selecting documents
In the Documents section, select the documents you want to export by checking them in the dropdown. To select or deselect all documents in the workflow, check or uncheck the Select all box.
Choose to save documents in a ZIP archive by checking the Save documents as ZIP file option.
Testing
In the Test section, check how the bot works by selecting Test. You will see a success message if everything is set up correctly. If there are issues, review the connection, mapping, or trigger configuration.
If you skip testing by selecting Skip testing, you may miss issues with the bot setup. Testing is recommended to ensure everything works as expected.
Conditions
Set conditions to control when the bot activates, tailoring it to your specific needs for more efficient automation. For detailed guidance, refer to this article.
Advanced settings
This section allows you to choose how the process proceeds in case the bot fails:
Select Proceed to allow the workflow to move to the next signer and automation if the bot isn't crucial;
Select Stop if the bot is critical; this prevents the next signer from receiving documents if data wasn't pre-filled from the source of your choice.