Manage Form Attachments | OneDrive - Zoho Forms

OneDrive

Your form attachments will be saved to OneDrive when you choose this option. 
To do this, 
  1. In your form builder, go to Settings and choose Manage Form Attachments from the left menu. 
  2. Choose OneDrive.
  3. Authenticate Zoho Forms to access your OneDrive account.
  4. Choose between the options to create folders automatically or manually map file attachments to specific folders in OneDrive.

    OneDrive Folder Management

Create Automatically

When you choose Create Automatically, you can either choose to create folders automatically in the file attachment field's name or create separate folders dynamically for each form entry to store the files uploaded.

Create folders automatically

If you choose to create folders automatically based on field name,
  1. A new folder labeled as ZOHO FORMS will be created in OneDrive.
  2. A subfolder will be created in the name of the form (e.g., Job Application) under ZOHO FORMS. 
  3. All attachments from this form will be saved in folders created in the corresponding file attachment field's name (e.g., Resume, Experience certificate, passport). 
Here is an illustration showing the folder structure in OneDrive:

OneDrive - Folder Navigation

4. Click Proceed.

If you choose to create folders automatically based on form submission,

  1. Pick a parent folder (e.g., ZOHO FORMS) or create a new folder in OneDrive where you wish to store the files uploaded.
  2. Enter a name for the folder that gets created within the parent folder with each form entry. To distinguish between the folders created with each form entry, include field responses with the folder name by clicking the   icon and selecting the required fields from the list.
    Note: The folder name can have a maximum of 100 characters.

    Create folders dynamically
  3. Click Done.
For example, you can store the resumes uploaded by your recruits in separate folders named after them.

Manage Manually

When you choose  Manage Manually,  you can manually map attachment fields to the folders in OneDrive. You can choose to save attachment files under  My Files or  Shared .
  • If you choose to save attachments under My Files, select an existing folder or create a new folder to save the files. If no folder is selected or created, all the files will be directly stored under My Files.

    Manually map attachment fields to the folders in OneDrive
  • If you choose to save attachments in a shared folder, go to the Shared tab and select the folder where you want to save the files.
Click Done.

If you wish to change the file-saving location from My Files to Shared or vice-versa, click the pencil icon next to the folder name and choose the desired location.

 File attachments of size upto 20 MB can be stored in OneDrive.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                      Still can't find what you're looking for?

                      Write to us: support@zohoforms.com


                            




                            

                          Zoho Marketing Automation

                            Zoho Sheet Resources

                             




                                Zoho Forms Resources


                                  Secure your business
                                  communication with Zoho Mail


                                  Mail on the move with
                                  Zoho Mail mobile application

                                    Stay on top of your schedule
                                    at all times


                                    Carry your calendar with you
                                    Anytime, anywhere




                                          Zoho Sign Resources

                                            Sign, Paperless!

                                            Sign and send business documents on the go!

                                            Get Started Now


                                                Zoho SalesIQ Resources



                                                    Zoho TeamInbox Resources



                                                            Zoho DataPrep Resources



                                                              Zoho DataPrep Demo

                                                              Get a personalized demo or POC

                                                              REGISTER NOW


                                                                Design. Discuss. Deliver.

                                                                Create visually engaging stories with Zoho Show.

                                                                Get Started Now











                                                                                      • Related Articles

                                                                                      • Saving Attachments

                                                                                        If your form has attachment and signature fields, you can choose to save the files uploaded to these fields in Zoho Docs or Zoho WorkDrive using this integration.  Note: If you have already accessed Zoho WorkDrive, the option to save your form ...
                                                                                      • Saving attachments to Google Drive

                                                                                        If your form has attachment and signature fields, you can choose to save them in Google Drive using this integration. To do this,   Select Yes to store file attachments and signatures under Google Drive. Select the Attachment and Signature fields ...
                                                                                      • Overview

                                                                                        Under Manage Form Attachments, you can choose to store your form attachments, form submissions as PDF, and merged documents in third-party cloud storage services. Only file attachments uploaded by respondents when they submit form entries or edit ...
                                                                                      • Dropbox

                                                                                        Your form attachments will be saved to Dropbox when you choose this option.  To do this,  In your form builder, go to Settings and choose Manage Form Attachments from the left menu.  Choose Dropbox. Authenticate Zoho Forms to access your Dropbox ...
                                                                                      • Zoho Docs

                                                                                        Your form attachments will be saved to Zoho Docs when you choose this option.  To do this,  In your form builder, go to Settings and choose Manage Form Attachments from the left menu.  Choose Zoho Docs. Choose between the options to create folders ...
                                                                                      Wherever you are is as good as
                                                                                      your workplace

                                                                                        Resources

                                                                                        Videos

                                                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                        eBooks

                                                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                        Webinars

                                                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                        CRM Tips

                                                                                        Make the most of Zoho CRM with these useful tips.



                                                                                          Zoho Show Resources