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OneDrive integration

Auto-save signed agreements to OneDrive

BoldSign saves each completed document to a folder you name in OneDrive. Its audit trail and attachments are stored with it, with no manual upload.

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  • Audit trail saves with the file
  • Upload from OneDrive while sending
BoldSignSettings, Integration
OneDriveCloud backup for completed documentsConnected

OneDrive configuration

Root folderSigned Contracts
  • Include audit trail
  • Include attachments
Save
Example with sample values: the OneDrive card on the BoldSign integration settings page showing a connected account, and the configuration dialog with the root folder renamed Signed Contracts and the audit trail and attachment options selected.

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What it does

What does a OneDrive eSignature integration do?

BoldSign’s OneDrive integration saves your signed documents to OneDrive automatically, with no manual uploads. An admin connects the account once, and every completed copy saves from then on.

Works in: the BoldSign web app, in any browser.

The problem

What keeping eSignature separate from OneDrive costs you

Without BoldSign connected to OneDrive, signing happens in one tool and storage in another. Every finished agreement then needs a person to move it, name it and file it.

  • Every signature adds an admin task

    Every signed copy waits on a person to download and upload it, and manual handling brings errors.

    With BoldSign: copies save on their own

  • Signed copies stay out of your records

    The finished file sits in an inbox, not in the shared drive your team works from.

    With BoldSign: copies land in your OneDrive

  • Some signed copies never get saved

    Under a deadline, the manual step gets skipped, and some agreements are never stored at all.

    With BoldSign: connect once, back up every copy

  • Proof sits apart from the contract

    The signed copy, the ID a signer uploaded and the audit trail end up in three different places.

    With BoldSign: the audit trail saves with it

What changes

How an eSignature integration with OneDrive helps

BoldSign writes each completed document into your OneDrive through its cloud storage integrations. It creates the folders under a root folder you name.

  • Your records stay complete

    Every signed agreement reaches your OneDrive on its own, with no step to remember.

  • One folder, not five inboxes

    Every copy lands in the BoldSign folder you name in your own OneDrive.

  • Start without the file shuffle

    Send a document straight from your OneDrive, with no downloading or re-uploading first.

  • Evidence sits with the file

    Signer attachments and the audit trail save beside the signed document.

Why BoldSign

Why choose BoldSign for OneDrive backup

BoldSign backs signed agreements up to your own cloud storage. The evidence travels with the file, and the security record is published.

  • Back up as many as you need

    Backups carry no charge per document, however many you save.

  • OneDrive, Google Drive, or Dropbox

    The same setup connects any of the three cloud storage services.

  • Stored in an account you own

    Signed copies sit in your organization's own OneDrive, under folders your admin controls.

How it works

How do you connect OneDrive to an eSignature account?

A BoldSign organization admin connects OneDrive from the account's integration settings. You then name the folder and choose what to include.

  1. 1

    Connect the account

    Your organization admin links OneDrive in the BoldSign integration settings.

  2. 2

    Authorize access

    Microsoft asks you to authorize access, and BoldSign opens its configuration dialog.

  3. 3

    Name the folder

    Name the root folder, then choose whether to include audit trails and attachments.

  4. 4

    Send as usual

    Send documents as usual. Completed copies appear in that folder in your OneDrive.

After signing

What lands in OneDrive once a document is signed

BoldSign saves the completed document into the BoldSign folder in your OneDrive. The audit trail and signer attachments save with it when you select them.

  • Signed Contracts
    • Documents
      • Sales team
        • Sent
          • Recipient Attachments
        • Received
    • Bulk send
    • Bulk links
The folders BoldSign creates under the root folder you name. Sales team is a sample team name.
Sending

Can you upload a document from OneDrive to sign?

Yes, BoldSign lets you pick files from your OneDrive when you create a document. Nobody downloads the file first.

  1. Choose OneDrive

    Choose OneDrive under the cloud options while adding files to a new document.

  2. Pick the files

    Select one or more files, then add recipients and fields as you normally would.

Next
Add file(s)
Choose from computerBrowsePreferred format: PDF
OR
Choose from cloud
OR
Choose from TemplatesBrowse Templates
The BoldSign Add file(s) screen, where you pick OneDrive under Choose from cloud: Choose from computer with a Browse button, Choose from cloud with OneDrive, Dropbox, and Google Drive, or Choose from Templates.
Limits

Limits and costs to know before you connect OneDrive

BoldSign backs up completed documents to your cloud storage. It does not manage, edit, or sync the files you already keep in OneDrive. Prices are in USD.

Before you connect

  • Cloud backup is on the Business plan and above, from $15 per user a month, billed yearly.

  • Only one organization admin can set up OneDrive for the account.

  • Documents completed before you connect are not backed up automatically.

  • Renaming a team creates a new folder; older documents stay in the old one.

See pricing
Security

How are signed documents kept secure before they reach your OneDrive?

BoldSign encrypts every document twice with AES-256. Its security controls are independently audited for SOC 2 Type 2. Your account's Compliance page lists each standard.

Compliance

BoldSign meets global security and compliance standards to protect your documents and data. Manage the settings below to align with your organization’s requirements.

US flag

Data Residency

Active (US - Global)

Your documents and signer data are securely stored in your selected region to meet data sovereignty and local regulatory requirements.

View Data Residency Policy
HIPAA logo

HIPAA Compliance

Enabled

Enable HIPAA mode to protect PHI using administrative, technical, and physical safeguards aligned with HIPAA regulations.

View Details
PCI DSS logo

PCI DSS

Compliant

Payments are securely processed through Stripe, a PCI DSS Level 1-certified provider, ensuring the safe handling and encryption of all payment data.

View PCI DSS Policy
CCPA logo

CCPA & CPRA

Compliant

Ensures compliance with California privacy laws, giving residents transparency and control over their personal data, including rights to access, delete, and opt out.

View Privacy Policy
AICPA SOC logo

SOC 2 Type II

Compliant

BoldSign has successfully completed a SOC 2 Type II audit, validating our controls for security, availability, confidentiality, and data integrity.

Request SOC 2
US flag

UETA & ESIGN

Compliant

BoldSign ensures that all e-signatures are legally binding and compliant with the U.S. ESIGN Act and the Uniform Electronic Transactions Act (UETA).

View UETA & ESIGN Policy
EU flag

eIDAS (SES)

Compliant

BoldSign complies with the EU eIDAS Regulation (910/2014) and supports Simple Electronic Signatures (SES) by default.

View SES Policy
EU flag

eIDAS (QES)

Enabled

Enable Qualified Electronic Signatures (QES) for contracts requiring the highest legal assurance under eIDAS.

View QES Policy
The compliance panel in your BoldSign account.
For IT and procurement

Security and procurement documents for eSignature

IT and procurement teams can read BoldSign’s security policy, data processing agreement, and subprocessor list online. They can also request the SOC 2 Type 2 report.

Switching

Switching from another eSignature tool

Docusign templates import into BoldSign at no charge with BoldSign’s import tool, and BoldSign support helps teams make the switch.

Related

More guides for cloud storage and eSignature

  • Guide

    Set up automatic cloud backup

    The help article for OneDrive backup, step by step.

    Read the help article
  • Page

    Google Drive integration

    The same backup, in Google Drive.

    See the page
  • Page

    Dropbox integration

    The same backup, in Dropbox.

    See the page
  • Page

    Document management

    Track and find every signed contract in BoldSign.

    See the page
  • Page

    All BoldSign integrations

    CRM, accounting, automation, and storage.

    See all integrations
  • Page

    BoldSign in Claude

    Send from an AI assistant with BoldSign MCP.

    See the page
Common questions

Questions teams ask about cloud storage backup

Does connecting OneDrive need any coding?

No. An admin connects the account in four steps from the BoldSign integration settings, with no technical skills needed.

Are signer attachments and the audit trail saved too?

Yes. A signer's attachment saves in a recipient folder next to the signed document. The audit trail saves with it when you select that option.

Will documents signed before you connect be saved?

No. Automatic backup covers documents completed after you connect. BoldSign support can run a one-time backup of your earlier documents and audit trails.

Can you disconnect OneDrive later?

Yes. Disconnect OneDrive from its integration card at any time. New documents then stop saving to OneDrive, and files already there stay in place.

Can Google Drive or Dropbox be used instead?

Yes. BoldSign connects to Google Drive and Dropbox the same way. Both are set up from the same integration settings.

Connect your OneDrive and send a contract today

Set up BoldSign once, and every completed document files itself in your OneDrive.

Start free trialBook a walkthrough

Last updated: October 17, 2026.