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

# Save PDFs in OneDrive

> Automatically store generated PDFs in OneDrive folders

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.

## 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

<Note>
  If no folder is selected, PDFs save to the root of your OneDrive.
</Note>

## 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](/features/actions-after-document-generation/send-email). You can connect or disconnect accounts anytime under **Workspace Settings → Integrations**.

## Dynamic Subfolders

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

### Setup Instructions

<Steps>
  <Step title="Pick a destination">
    Select your connected Microsoft account and browse to a destination folder
  </Step>

  <Step title="Configure Subfolder">
    Enter "Subfolder Name (Optional)" using text and/or placeholders
  </Step>

  <Step title="Create Hierarchy">
    Use forward slashes (`/`) to create nested folder structures
  </Step>
</Steps>

### Subfolder Examples

**Static Organization:**

```
Reports
Invoices/2024
Contracts/Pending
```

**Dynamic with Placeholders:**

```
{{client_name}}
{{date}}_Documents
Clients/{{client_name}}/{{year}}
{{department}}/{{project_name}}/Finals
```

## Adding Placeholders

* Type `/` in the subfolder field to browse available placeholders
* Manual entry: Use `{{placeholder_name}}` format

<Info>
  Line item placeholders are automatically excluded from the placeholder list.
</Info>

## 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

## Troubleshooting

| Issue                  | Solution                                                                                                |
| ---------------------- | ------------------------------------------------------------------------------------------------------- |
| No account to select   | Click "Connect Microsoft Account" to authorize access                                                   |
| Account shows inactive | Reconnect it under Workspace Settings → Integrations (access may have been revoked on Microsoft's side) |
| Folders not created    | Verify placeholder values exist in your data                                                            |
| Empty placeholders     | PDFs save to the selected destination folder if subfolder values are blank                              |