Microsoft OneDrive

OneDrive Integration

Connect Microsoft OneDrive and bring your files into reach when preparing advice. Browse your OneDrive from inside Templi, attach a client's files as sources, and save finished documents back to the folder you choose.

Features

• Attach files as sources - browse your OneDrive files and folders from inside Templi and attach a client's files to a piece of work.
• Document AI reads every page - policy schedules, valuations and letters are read and understood, so generated advice cites what you hold on record.
• You approve every save - when a document is ready, Templi can save it to your OneDrive, and nothing is written until you approve the file name and folder.

How it works

1. Install OneDrive from the Templi app store.
2. Sign in with your Microsoft account and grant access.
3. Attach files from your OneDrive when working on a client.
4. Generated documents draw on the attached files as sources.
5. Save a finished document back to a OneDrive folder you pick, once you approve it in chat.

Permissions required

• Files.ReadWrite.All - read your OneDrive files, and save files Templi creates into the folders you choose.
• offline_access - keep the connection alive without re-authorising.

Templi only writes to OneDrive when you approve a save, and it never moves or deletes your files.