PRACTALUMA INTEGRATIONS
OneDrive
Bring a copy of a selected OneDrive file into the client record.
01 / THE OVERVIEW
The connection.
Connect OneDrive to import selected documents into PractaLuma. The original stays in OneDrive while a separate copy is stored with the relevant client.
02 / THE POSSIBILITIES
What you can do.
- Read files from a connected OneDrive account.
- Choose files to copy into a client record.
- Keep the imported document with the rest of that client’s records.
03 / GETTING STARTED
How to connect.
Connect OneDrive from Luma connections.
Select the file and destination client record.
Check the imported copy before using it.
Good to know
This is a read-only snapshot import, not shared editing or continuous file sync. Later changes in OneDrive do not update the copy in PractaLuma.
Your tools. A more connected day.
Explore how OneDrive fits into your PractaLuma workflow.