OneDrive Bot

The Archive to OneDrive Bot archives documents to a OneDrive account. Once completed, Slate documents will be attached to the OneDrive folder of your choosing.

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How to set it up

Step 1

Set conditions for when a Slate document will be automatically archived to OneDrive account

Note: The condition displayed indicates that the Bot will be triggered once signature fields in a Slate document have been signed.

Step 2

Connect your OneDrive Account

Step 3

Select an existing OneDrive folder or create a new one where you’d like to save a Slate

Step 4

Select whether you will need to archive each Slate Revision or the last one only

Outcome: Once signed, your Slate document will be archived to the specified OneDrive folder.

Commonly used conditions for when the Bot acts

When all fields in a document are completed
When a signature field in a document has been signed

Requirements

To install the OneDrive Bot, begin by setting up a Flow

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Reviews

People are able to complete quite complex and detailed forms online within minutes... The need to pass paper around has well and truly disappeared!

Mark Mc Nichol

in at the deep end/IATDE

...airSlate is saving us time and money. The team can pay more attention to the client experience and spend less time worrying about missing a step of the enrollment process.

Brian Del Terzo

Your Credit Life

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Route forms to OneDrive with the Archive to OneDrive Bot

If your company has numerous paper-based processes, it's time to improve the situation and automate the non-decision making procedures. This solution will bring up substantial improvements in no time. All you need to do is automate specific processes (like the Archive Bot to OneDrive for business) and follow up the results.

For example, let's say you are a GP (general practitioner) in a Health Care Center. Your patients above 35 have to undergo a routine annual medical examination. The results are recorded in patients’ records. Each year you use the same forms or update the old ones manually.

However, to run through the health updates, the records should be constantly archived. With airSlate automatic archiving is available right when you open or complete documents. Spend a few minutes to set an Archive to OneDrive Bot and review your documents at any time in the cloud storage.

Get the following benefits of using the Bot:

Save time archiving documents
Save money spent on GP’s salary, electricity bills, premises rent, etc.
Reduce human error risks
Manage two services and ensure smooth integration with a cloud storage system
Accelerate your internal processes

Archiving in cloud storage systems has its privileges, such as unlimited storage and easy document access from any device via authorization. Customer-oriented businesses integrate with cloud storage systems to ensure all the information is properly backed up.

Integration solutions and the Archive to OneDrive Bot, in particular, are applicable for businesses across industries.

Bot author	airSlate Inc.
When to install	Install the Archive to OneDrive Bot to automatically archive completed Slates and keep them secure and easily accessible in the cloud
What the Bot does	Archives completed Slates to a OneDrive folder
setup duration	On average 5-10 min.
Works on	Post-fill