Formstack Forms: Using the Microsoft OneDrive Integration

Tags Formstack

Microsoft OneDrive integrated with Formstack Forms allows uploaded files from form submissions to be stored in your OneDrive account, rather than relying solely on Formstack’s native storage. This is useful for teams that want centralized file access, easier internal sharing, and better alignment with existing Microsoft 365 workflows.

Audience

This article is intended for faculty and staff.

Platform

Formstack and Microsoft OneDrive

Overview

Formstack’s Microsoft OneDrive integration is designed primarily for file upload storage. When connected, files submitted through a File Upload field can be sent to OneDrive automatically, while a link to the uploaded file remains available from the submission record in Formstack. Formstack’s storage integration documentation also notes that these external storage options help organizations bypass Formstack storage limits for uploaded files.

Step-by-step Guide

  1. Start by creating a new form or opening an existing one in Formstack Forms. If you plan to send uploaded documents to OneDrive, confirm that the form includes at least one File Upload field. Formstack supports file uploads of up to 2 GB total per submission.
  2. Go to the form’s integration settings by selecting your form's Settings > Integrations.
  3. Click Add next to Microsoft OneDrive.
  4. Select Log in to Microsoft OneDrive, and then sign in with the Microsoft account you want to use for file storage.
  5. Approve the requested permissions to authorize the connection between Formstack and OneDrive.
  6. Configure the integration settings for your form. Choose the OneDrive location or storage behavior you want Formstack to use for uploaded files.
  7. Turn on the Microsoft OneDrive integration.
  8. Submit a test entry with a sample file. Then confirm that the file appears in OneDrive and that the submission record in Formstack includes it.

See also: Microsoft OneDrive (formstack.com)

Best Practices

Use a dedicated folder

Store Formstack uploads in a specific OneDrive folder rather than mixing them into general personal storage. This makes retention, access control, and internal review easier. Microsoft’s sharing documentation also makes clear that folder-level permissions affect who can access the uploaded content.

Validate upload limits and filenames

Before launching a production form, test the file types, filenames, and total upload sizes your users are likely to submit. This helps avoid preventable failures tied to browser-based upload limits or OneDrive file restrictions.

Print Article