From af6be6d519cbb442fc73bf89c9be14ebec81eec3 Mon Sep 17 00:00:00 2001 From: inviscid Date: Thu, 26 Feb 2026 08:44:37 -0600 Subject: [PATCH 1/2] add OneDrive setup docs --- .../adding-accounts/add-onedrive-account.md | 86 +++++++++++++++++++ 1 file changed, 86 insertions(+) create mode 100644 content/en/docs/Document Management/adding-accounts/add-onedrive-account.md diff --git a/content/en/docs/Document Management/adding-accounts/add-onedrive-account.md b/content/en/docs/Document Management/adding-accounts/add-onedrive-account.md new file mode 100644 index 00000000..9d4decd7 --- /dev/null +++ b/content/en/docs/Document Management/adding-accounts/add-onedrive-account.md @@ -0,0 +1,86 @@ +--- +title: Add OneDrive Account +slug: add-onedrive-account +weight: 4.0 +description: How to add a Microsoft OneDrive account to Document +date: 2024-01-01T00:00:00 +--- + + +## OneDrive Setup + +These steps need to be completed within the Azure portal to register an application and obtain the credentials PlaidCloud needs to access OneDrive. + +### Register an Application in Azure + +1. Sign in to the [Azure portal](https://portal.azure.com) and navigate to **Microsoft Entra ID**. +2. In the left sidebar, select **App registrations**. +3. Click **+ New registration**. +4. Enter a name for the application (e.g., `PlaidCloud`). +5. Under **Supported account types**, select the option that matches your organization: + - **Accounts in this organizational directory only** — for a single-tenant setup (most common) + - **Accounts in any organizational directory** — for multi-tenant access +6. Leave the **Redirect URI** blank. +7. Click **Register**. + +### Copy the Client ID + +After registration, you will land on the application overview page. + +1. Copy the **Application (client) ID** — this is your **Client ID**. Save it for the PlaidCloud Document setup below. + +### Create a Client Secret + +1. In the left sidebar, select **Certificates & secrets** under **Manage**. +2. Click **+ New client secret**. +3. Enter a description (e.g., `PlaidCloud`) and choose an expiration period. +4. Click **Add**. +5. Copy the **Value** of the newly created secret immediately — this is your **Client Secret**. It will not be shown again after you leave this page. + +### Grant API Permissions + +1. In the left sidebar, select **API permissions** under **Manage**. +2. Click **+ Add a permission**. +3. Select **Microsoft Graph**. +4. Select **Delegated permissions** or **Application permissions** depending on your access model: + - Use **Application permissions** for unattended/service access (most common for PlaidCloud Document) +5. Search for and select the following permissions: + - `Files.Read.All` — to read files and folders + - `Files.ReadWrite.All` — if PlaidCloud Document needs to write files + - `Sites.Read.All` — if accessing SharePoint-backed OneDrive for Business libraries +6. Click **Add permissions**. +7. Click **Grant admin consent for [your organization]** and confirm. + +--- + +### Find the OneDrive Drive Path (Start Path) + +The **Start Path** in PlaidCloud Document controls which folder in OneDrive is used as the root for the account. To find the correct path: + +1. Open [OneDrive](https://onedrive.live.com) or your organization's SharePoint-based OneDrive for Business in a browser. +2. Navigate to the folder you want to use as the root for this PlaidCloud Document account. +3. The path shown in the browser's address bar or the folder breadcrumb reflects the folder hierarchy within OneDrive. +4. Use the relative path from the root of the drive as the **Start Path** — for example, `/Documents/Finance` or `/Shared/Data`. + +{{< note >}} +To use the entire OneDrive as the root, leave the Start Path blank. To restrict PlaidCloud Document to a specific folder and its contents, enter the path to that folder. +{{< /note >}} + +--- + +You should now have everything you need to add your OneDrive account to PlaidCloud Document. + + +## PlaidCloud Document Setup + +1. Sign into PlaidCloud +2. Select the workspace that the new Document account will reside +3. Go to `Document > Manage Accounts` +4. Select the `+ New Account` button +5. Select `OneDrive` as the Service Type +6. Fill in a name and description +7. Enter the folder path identified above into the **Start Path** field, or leave it blank to use the root of the drive +8. Select an appropriate **Security Model** for your use case. Leave it `Private` if unsure. +9. Paste the **Client ID** copied from the Azure app registration into the Public Key/User text field under Auth Credentials +10. Paste the **Client Secret** copied from the Azure app registration into the Private Key/Password text field under Auth Credentials +11. Select the Save button and your new Document account is live From bf69dbc4b847e2031fcae440f8f499db1300dd46 Mon Sep 17 00:00:00 2001 From: inviscid Date: Thu, 26 Feb 2026 14:05:41 -0600 Subject: [PATCH 2/2] add language for TenantID in OneDrive setup --- .../adding-accounts/add-onedrive-account.md | 8 ++++++-- 1 file changed, 6 insertions(+), 2 deletions(-) diff --git a/content/en/docs/Document Management/adding-accounts/add-onedrive-account.md b/content/en/docs/Document Management/adding-accounts/add-onedrive-account.md index 9d4decd7..febf9977 100644 --- a/content/en/docs/Document Management/adding-accounts/add-onedrive-account.md +++ b/content/en/docs/Document Management/adding-accounts/add-onedrive-account.md @@ -23,11 +23,14 @@ These steps need to be completed within the Azure portal to register an applicat 6. Leave the **Redirect URI** blank. 7. Click **Register**. -### Copy the Client ID +### Copy the Client ID and Tenant ID After registration, you will land on the application overview page. 1. Copy the **Application (client) ID** — this is your **Client ID**. Save it for the PlaidCloud Document setup below. +2. Copy the **Directory (tenant) ID** — this is your **Tenant ID**. Save it as well. + +Both values are displayed on the application overview page immediately after registration. ### Create a Client Secret @@ -83,4 +86,5 @@ You should now have everything you need to add your OneDrive account to PlaidClo 8. Select an appropriate **Security Model** for your use case. Leave it `Private` if unsure. 9. Paste the **Client ID** copied from the Azure app registration into the Public Key/User text field under Auth Credentials 10. Paste the **Client Secret** copied from the Azure app registration into the Private Key/Password text field under Auth Credentials -11. Select the Save button and your new Document account is live +11. Paste the **Tenant ID** copied from the Azure app registration into the Tenant ID field under Auth Credentials +12. Select the Save button and your new Document account is live