Focus: The focus of this self-help article is to provide steps and information to how to add documents to send or for templates from OneDrive online storage service.
Please note: Adding documents for your PandaDoc account can be used to send or to create a template. For this document, we will be adding a file from OneDrive to send.
Step 1: Starting the New document process. On the upper right, click on the green button, “New document”.
Step 2: Finding and enabling OneDrive. Click on the “OneDrive” Icon that shows below. If you have not already done this, click on “Connect to “OneDrive”.
Step 3: Login into your OneDrive account. It will automatically connect.
Step 4: Selecting a OneDrive file to be used. Once the connection is established, you will see your folders and files inside of your OneDrive account. Click on a name of the document to be used inside of PandaDoc.
Congratulations! You are now fully connected to use your OneDrive files for your PandaDoc account.