> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lancer-erp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# OneDrive

> 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.

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.

> [!NOTE]
>
> **Category:** File storage ("אחסון קבצים")\
> **Connection:** one for the whole organization, admins only

## 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.

## Connect

**1. Open the integration**

Open Settings → **Integrations** ("הגדרות" → "אינטגרציות"), at [app.lancer-erp.com/app/settings/integrations](https://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.

> [!NOTE]
>
> Only admins can view and change this connection.

## What you need

**OneDrive sign-in** `string`

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

## Vendor documentation

> [card] [OneDrive documentation](https://learn.microsoft.com/en-us/onedrive/developer/)
>
> The official docs, at learn.microsoft.com.


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