OneDrive: Getting Started and how to integrate the OneDrive integration for Personal and Business accounts.
The Rocket Matter and OneDrive Integration is a two-way document integration available for Personal and Business OneDrive Accounts.
Once you have integrated with OneDrive, any document you upload to Rocket Matter can be synced over to OneDrive and vice versa!
As long as you upload a document to OneDrive and save it in a mapped folder, then that document will automatically sync to Rocket Matter. Click here to learn how to sync folders and documents between Rocket Matter and OneDrive.
1. Click on 'Settings' from the left-hand navigation panel.
2. Click on 'Document Integration Settings' and 'Configure OneDrive Credentials'.
3. When you click 'Configure OneDrive Credentials', a new window will appear asking you to sign in to your OneDrive.
Note: If you are already signed into your OneDrive account in a different tab, it will skip this sign in section.
4. Accept the permissions request.
5. You will be redirected back to your Rocket Matter page. Click 'Save Settings' to save the integration.
- Click here to learn How to capture billable time for OneDrive documents.
- Click here to learn How to create a Word document in Rocket Matter with the OneDrive integration.
- Click here to learn How to create a Microsoft Excel file in Rocket Matter using the OneDrive integration
Need more help? Contact our Award-Winning Support Team at (888) 432-1529 or by email [email protected].