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Save generated PDFs straight to your Microsoft OneDrive, with optional dynamic subfolder organization. This works just like saving to Google Drive, using a connected Microsoft account.

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Basic Setup

  1. Open the Actions tab of the automation editor
  2. Click Add action and pick “Save PDF in OneDrive”
  3. Choose your connected Microsoft account (or connect one)
  4. Browse to your target OneDrive folder
  5. (Optional) Configure a dynamic subfolder
If no folder is selected, PDFs save to the root of your OneDrive.

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Connecting a Microsoft account

If you have not connected a Microsoft account yet, click Connect Microsoft Account and authorize DocsAutomator. One connection covers both OneDrive output and Outlook sending. You can connect or disconnect accounts anytime under Workspace Settings → Integrations.

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Dynamic Subfolders

Automatically organize PDFs by creating dynamic subfolders using static text and placeholders.

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Setup Instructions

1

Pick a destination

Select your connected Microsoft account and browse to a destination folder
2

Configure Subfolder

Enter “Subfolder Name (Optional)” using text and/or placeholders
3

Create Hierarchy

Use forward slashes (/) to create nested folder structures

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Subfolder Examples

Static Organization: 
Reports
Invoices/2024
Contracts/Pending
Dynamic with Placeholders: 
{{client_name}}
{{date}}_Documents
Clients/{{client_name}}/{{year}}
{{department}}/{{project_name}}/Finals

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Adding Placeholders

  • Type / in the subfolder field to browse available placeholders
  • Manual entry: Use {{placeholder_name}} format
Line item placeholders are automatically excluded from the placeholder list.

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How It Works

  1. DocsAutomator replaces placeholders with actual document values
  2. Creates the folder structure if it does not exist (prevents duplicates)
  3. Saves the PDF to the final subfolder location in your OneDrive

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Troubleshooting

IssueSolution
No account to selectClick “Connect Microsoft Account” to authorize access
Account shows inactiveReconnect it under Workspace Settings → Integrations (access may have been revoked on Microsoft’s side)
Folders not createdVerify placeholder values exist in your data
Empty placeholdersPDFs save to the selected destination folder if subfolder values are blank
Last modified on June 9, 2026