How to configure OneDrive Personal destination

OneDrive Personal destination allows you to store processed documents in the OneDrive Personalcloud storage.

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  1. Select the OneDrive Personal destination type.

  2. Fill required settings:

  • Enter parameter configuration:

    • User-specific - Check whether the delivery should be user‑specific or global.
      The user‑specific option requires the user to authenticate in OptimiDoc Digital Workspace to access OptimiDoc Cloud at their destination.
      Global authorisation requires an administrator to grant access from the Document Workflow list.

    • Directory - Specify the final document directory.
      You can use parameters to dynamically create the final folder.
      The special ‘manual directory’ parameter can be used to enable folder‑browsing functionality on MFP or mobile devices.

    • Overwrite files – enable this option to replace an existing file in the destination if it has the same name.
      If the option is disabled, OptimiDoc Cloud will add a suffix to the document name, such as _001, to avoid overwriting.

    • Enable metadata export – activate this option to save a metadata file alongside the document.
      Configuration of metadata files is described here: Metadata export .

OneDrive Personalaccess authorisation

Once you create a workflow with a OneDrive Personal destination, the access must be authorised.

  1. Click the Authorisation button:

  • User‑specific authorisation – In the user’s Digital Workplace, find the widget named Private destinations to complete the authorisation by click at Boxicon.

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  • Global authorisation – In the list of workflows, select the workflow and click the Authorise destination button image-20260211-201656.png .

  1. OptimiDoc Cloud opens the Microsoft web page for granting access.

  2. Login by you creadentials:

  3. To confirm the authorisation, click the Accept button.

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    OneDrive Personal access is now fully authorised.