By integrating your OneDrive with AutoRFP, you can selectively import documentation for your content library which will be automatically updated every 24 hours as changes are made centrally in your Onedrive database.
This allows teams to utilize the most up to date documentation for bids and questionnaires, without having to manually update content in the library.
Note: Your admin may need to approve our apps in order to import from OneDrive. If you need assistance with this please contact our support team.
When importing from OneDrive you will be providing AutoRFP access to your OneDrive account. Each OneDrive account you add is a connection.
Create OneDrive connection
Click Create Connection
Accept Permissions
You will have to grant AutoRFP two sets of permissions. One to authenticate you and another to open the OneDrive file picker.
Choose Content
Select the pages you would like to sync and click Select.
Navigate back to AutoRFP
Once you have navigated back to AutoRFP and the import has been confirmed you will see a green confirmation message. You may now click continue.
AI Import
When importing Documentation through an integration you will be forced to use the AI Import.
Documents uploaded by AI Import will not have snippets that are editable, but you can update the tag(s) for these documents. Documents will be updated every 24 hours if changes are made to them in their base location.
Contact us if you have any issues setting up your integration(s): [email protected]