Connecting OneDrive

Connect OneDrive and you can save any file on a contact, company, or deal straight into a Tormano CRM folder in your Microsoft OneDrive, so contracts, receipts, and documents live alongside the rest of your files.

Privacy

Tormano uses Microsoft's app-folder access (the Files.ReadWrite.AppFolder scope). That means Tormano can only see its own app folder in your OneDrive, never the rest of your files. No admin approval is required.

Connecting

Go to Settings > Integrations > OneDrive and click Connect OneDrive. You'll be sent to Microsoft to approve access, then returned to Tormano. Tormano creates its app folder in your OneDrive on the first save.

Saving a file to OneDrive

Open any contact, company, or deal, go to Files, and click Save to OneDrive next to a file. Tormano copies it into your Tormano CRM app folder and shows an In OneDrive link you can click to open it.

Disconnecting

Click Disconnect on the same settings page. Files already saved to your OneDrive stay in your OneDrive; Tormano just stops having access.