Connect OneDrive

Connect OneDrive and you can save any file on a record, whether that is a contact, an organization, a deal, or a donation, into a Tormano CRM folder in your Microsoft OneDrive, so agreements, receipts, and documents sit alongside your other files.

Privacy

Tormano can only see its own Tormano CRM folder in your OneDrive, never the rest of your files, and no IT approval is needed.

Connecting

Go to Settings > Integrations > OneDrive and click Connect OneDrive. Approve access in Microsoft, and you return to Tormano. The Tormano CRM folder is created in your OneDrive the first time you save a file.

Saving a file to OneDrive

Open any record, go to Files, and click Save to OneDrive next to a file. Tormano copies it into your Tormano CRM folder and shows an In OneDrive link that opens it.

There is no way to attach a file the other way, from OneDrive onto a record. Google Drive can do that.

Disconnecting

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