Automatically store form submissions in Microsoft OneDrive. Connect Paxform with OneDrive to organize completed forms, attachments, and documents within your Microsoft 365 ecosystem.
Build By
OneDrive
Visible On
Paxform
Pricing
Free and paid subscriptions available
Supported Languages
English, French, German, Japanese, Portuguese, Spanish
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The Paxform Microsoft OneDrive integration seamlessly connects your form submissions to Microsoft’s cloud storage platform, automatically saving every completed form and attachment to your OneDrive account. This integration maintains your organization’s commitment to the Microsoft 365 ecosystem while ensuring all form-collected data is properly stored and accessible.
This integration is essential for organizations standardized on Microsoft 365 that need form data integrated into their existing file management structure. Whether you’re using OneDrive for Business or personal accounts, the integration ensures form submissions are automatically filed, versioned, and available to authorized team members through the familiar OneDrive interface.
- Authenticate with Microsoft
Connect Paxform to your OneDrive account using Microsoft OAuth authentication. Grant appropriate folder access permissions while maintaining security.
- Configure Storage Structure
Define destination folders for different form types. Create dynamic folder hierarchies using form data (customer names, dates, categories) or maintain fixed organizational structures.
- Set Up File Naming
Establish naming conventions for automatically saved files. Use form fields, submission dates, and unique identifiers to generate organized, searchable filenames.
- Automatic File Upload
Upon form submission, Paxform generates PDFs and uploads all attachments to designated OneDrive locations. Files appear in OneDrive within seconds, ready for team access.
Enterprise Document Management
Maintain centralized, organized repositories of all business documents collected through forms.
- Store customer contracts and agreements in structured OneDrive folders
- Organize employee documents by department and employee ID
- Maintain vendor files with compliance certificates and contracts
- Create client-specific folders automatically for professional services
- Archive historical submissions with date-based folder organization
- Enable enterprise search across all form-collected documents
- Leverage Microsoft Information Protection for sensitive files
SharePoint Integration
Sync form submissions to SharePoint document libraries through OneDrive for Business.
- Automatically upload forms to SharePoint team sites
- Maintain document libraries organized by project or client
- Trigger SharePoint approval workflows from form submissions
- Enable metadata tagging for enhanced SharePoint search
- Support SharePoint content types and document sets
- Maintain version history across SharePoint and OneDrive
- Enable co-authoring on form-collected documents
Legal & Compliance Documentation
Maintain audit-ready document repositories for regulated industries.
- Store signed agreements with tamper-evident file properties
- Organize compliance documentation by regulatory requirement
- Maintain submission timestamps for audit trail purposes
- Implement retention policies through OneDrive governance
- Enable eDiscovery for legal proceedings
- Separate storage for different classification levels
- Support legal hold requirements for litigation
Client Portal Access
Provide clients with secure access to their submitted forms through shared OneDrive folders.
- Create client-specific folders shared with external stakeholders
- Enable clients to view their submission history
- Provide read-only access to completed forms
- Share supporting documents securely with clients
- Revoke access when client relationships end
- Maintain professional folder organization for client confidence
- Track client document access through OneDrive analytics
Education & Student Records
Manage student applications, assignments, and records through organized OneDrive storage.
- Store student applications in admissions office OneDrive
- Organize assignment submissions by class and student
- Maintain student records with appropriate access controls
- Archive graduation documentation and transcripts
- Enable student access to their own submission history
- Support FERPA compliance with proper permissions
- Integrate with Microsoft Teams for Education
Healthcare Patient Records
Securely store patient intake forms and medical documentation in HIPAA-compliant OneDrive configurations.
- Maintain patient folders organized by medical record number
- Store intake forms, consent documents, and medical histories
- Implement strict access controls for protected health information
- Support HIPAA compliance with Microsoft’s BAA
- Enable secure sharing with healthcare providers
- Maintain audit logs for all file access
- Integrate with healthcare systems through Microsoft Cloud
HR Employee Files
Centralize employee documentation collected through HR forms in secure OneDrive locations.
- Store onboarding documents in employee-specific folders
- Organize I-9 forms, tax withholdings, and benefit elections
- Maintain performance reviews and disciplinary documentation
- Restrict access to sensitive personnel files
- Enable HR team collaboration on employee matters
- Support employee self-service access to their documents
- Maintain retention schedules for employment records
Financial Services Documentation
Manage client financial documents and compliance paperwork in regulated storage environments.
- Store account opening forms and KYC documentation
- Organize investment applications and risk assessments
- Maintain signed disclosure documents and agreements
- Implement information barriers for conflict prevention
- Support regulatory examination requirements
- Enable secure document sharing with financial advisors
- Maintain immutable records for compliance
Connect Paxform seamlessly with Microsoft OneDrive to automatically store, organize, and manage form submissions within your Microsoft 365 environment.
- PDF Generation: Every form submission automatically generates formatted PDF saved to OneDrive
- Attachment Upload: All files uploaded through forms stored alongside form PDFs
- Batch Processing: Multiple attachments from single submissions maintained in organized groups
- Format Preservation: Original file formats and quality preserved during upload
- Instant Availability: Files appear in OneDrive within seconds of submission
- Version History: Leverage OneDrive’s version control for updated submissions
- Folder Templates: Create reusable folder structures for different form types
- Dynamic Naming: Use form field values to generate folder names ({{CustomerName}}_{{Date}})
- Nested Hierarchies: Build multi-level folder structures automatically (Year/Month/Category)
- Conditional Routing: Direct submissions to different folders based on form responses
- Date-Based Organization: Automatically organize by submission date with configurable formats
- Department Routing: Route to department-specific folders based on workflow
- Archive Management: Move older submissions to archive folders automatically
- Custom File Names: Configure naming patterns using form data and metadata
- Timestamp Inclusion: Add submission date-time to filenames for uniqueness
- Sequential Numbering: Append incrementing numbers to prevent filename conflicts
- Naming Conventions: Enforce consistent naming standards across all uploads
- Special Character Handling: Automatically sanitize filenames for OneDrive compatibility
- Length Management: Truncate long filenames while maintaining readability
- Extension Preservation: Maintain proper file extensions for all uploaded documents
- OneDrive for Business: Full support for enterprise OneDrive accounts
- Personal OneDrive: Compatible with personal Microsoft accounts
- SharePoint Sync: Upload to SharePoint libraries synced with OneDrive
- Teams Integration: Access form files directly within Microsoft Teams
- Office Online: Enable in-browser viewing and editing of form documents
- Microsoft Search: Make form submissions searchable across Microsoft 365
- Compliance Center: Integrate with Microsoft 365 compliance features
- Automatic Sharing: Share uploaded files with specific users or groups automatically
- Permission Levels: Configure view-only, edit, or owner access for different stakeholders
- External Sharing: Share files with users outside your organization when permitted
- Link Generation: Create shareable links automatically for external distribution
- Expiration Dates: Set time-limited access for sensitive documents
- Password Protection: Add password requirements to shared links
- Anonymous Access: Configure whether unauthenticated access is permitted
- OAuth 2.0 Authentication: Secure connection with automatic token refresh
- Encryption in Transit: All data encrypted during transfer to OneDrive
- Encryption at Rest: Leverage OneDrive’s encryption for stored files
- Access Control: Respect OneDrive folder permissions and user access
- Information Protection: Support for Microsoft Information Protection labels
- Data Loss Prevention: Integrate with Microsoft DLP policies
- Retention Policies: Apply Microsoft 365 retention policies to form files
- Metadata Assignment: Add custom metadata properties to uploaded files
- Content Types: Support SharePoint content types when syncing through OneDrive
- Document Sets: Organize related form files using SharePoint document sets
- Check-In/Check-Out: Support collaborative editing workflows
- Co-Authoring: Enable simultaneous editing of form documents
- File Properties: Populate OneDrive file properties with form data
- Tags & Keywords: Add searchable tags to files for enhanced discovery
- Storage Monitoring: Track OneDrive storage consumption from form uploads
- Quota Alerts: Receive notifications when approaching storage limits
- Selective Sync: Choose which form types consume OneDrive storage
- Compression Options: Automatically compress large files before upload
- Storage Optimization: Identify and manage large or duplicate files
- Archive to Cold Storage: Move old files to long-term storage solutions
- Storage Reporting: Generate reports on storage usage by form type
- Multiple Connections: Connect different forms to different OneDrive accounts
- Account Switching: Route submissions to appropriate OneDrive based on criteria
- Shared Drives: Support for OneDrive shared folders and team sites
- Personal vs Business: Handle both personal and business OneDrive accounts
- Tenant Separation: Maintain separation between multiple Microsoft 365 tenants
- Cross-Organization: Support for inter-organizational folder sharing
- PDF Configuration: Control PDF formatting including headers, footers, watermarks
- Excel Export: Generate Excel spreadsheets from structured form data
- Word Documents: Create formatted Word documents from form content
- CSV Generation: Export tabular form data as CSV files
- Image Processing: Optimize images while maintaining quality standards
- Multi-Format Storage: Save form data in multiple formats simultaneously
- Approval-Based Upload: Upload files only after approval workflows complete
- Staged Uploads: Upload different files at different workflow stages
- Status-Based Routing: Change storage location as forms progress through statuses
- Conditional Uploads: Upload specific files only when conditions are met
- Workflow Triggers: Initiate OneDrive workflows from form submissions
- Power Automate: Trigger Microsoft Power Automate flows from uploads
- Mobile Optimization: Files accessible through OneDrive mobile apps
- Offline Availability: Mark important form files for offline access
- Automatic Sync: Files sync across all user devices automatically
- Mobile Upload: Support form submissions from mobile devices to OneDrive
- Bandwidth Management: Optimize upload for mobile network conditions
- Progressive Upload: Large files uploaded in chunks for reliability
- Upload Status Dashboard: Real-time visibility into successful uploads
- Failure Notifications: Immediate alerts when uploads fail
- Activity Logs: Complete record of all OneDrive upload activities
- Storage Analytics: Track storage consumption trends over time
- Access Reports: Monitor file access patterns and user activity
- Integration Health: Monitor OneDrive API connection status
- Performance Metrics: Track upload speed and reliability statistics
- Automatic Retries: Failed uploads automatically retry at intervals
- Partial Upload Recovery: Resume interrupted uploads from failure point
- Duplicate Detection: Prevent duplicate file uploads for same submission
- Validation Checking: Verify file integrity before and after upload
- Error Logging: Detailed logs for troubleshooting upload failures
- Manual Retry: Administrator ability to manually retry failed uploads
- Conflict Resolution: Handle filename conflicts with configurable strategies
