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A OneDrive folder for every client: browse and attach files from the client card, and let Lancer save sent quotes, issued documents and signed contracts automatically.
Category: File storage (“אחסון קבצים”)
Connection: one for the whole organization, admins only

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What it does in Lancer

  • Lancer creates a root folder in your OneDrive and a folder per client inside it.
  • Everyone can browse and attach those files from the client card’s Files tab.
  • Automatic saving, each switchable: sent quotes, issued receipts / invoices / credit notes, and signed contracts.
  • Sync now (“סנכרון עכשיו”) saves anything still missing.

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Connect

1

Open the integration

Open Settings → Integrations (“הגדרות” → “אינטגרציות”), at app.lancer-erp.com/app/settings/integrations. Under File storage (“אחסון קבצים”), find OneDrive and click Connect (“חיבור”).
2

Get your credentials

Use the business’s account rather than a personal one, so the files stay with the business.
3

Fill in the card and save

Enter the details below and click Save (“שמירה”). Secrets are stored encrypted and never shown again; leave a secret field empty later to keep the stored value.
4

Next

Click Connect to OneDrive (“חיבור ל-OneDrive”) and approve. You return to the Integrations page.
5

Finish

Set the root folder name (“תיקיית הבסיס”) and choose what to save automatically.
Only admins can view and change this connection.

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What you need

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An admin signs in to the business’s OneDrive account and approves Lancer. No keys to copy. In the app: “חיבור ל-OneDrive”.

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Vendor documentation

OneDrive documentation

The official docs, at learn.microsoft.com.