Authorizations

Once an integrated application has been enabled on an Intelligent Capture site, users must enter credentials in order to allow Intelligent Capture to access their accounts. All of these credentials are stored on the Authorizations page.

Authorize access to your FileBound account

FileBound will only be available in Authorizations if the FileBound integration has been enabled for your account and you are assigned to a role that has permission to the integration. See Integrated applications for more information.

After valid credentials have been entered, you can use the FileBound integration. See Integrations for more information.

  1. On the Navigation Menu, click Settings, then click Authorizations.
  2. Click the three dots next to FileBound, then select Authorize from the drop-down menu. Or, click FileBound.

  1. Enter your FileBound username and password, then click Save.

Authorize access to your Upland CloudFAX account

Upland CloudFAX will only be available in Authorizations if the Upland CloudFAX integration has been enabled for your account and you are assigned to a role that has permission to the integration. See Integrated applications for more information.

After valid credentials have been entered, you can use the Upland CloudFAX integration. See Integrations for more information.

  1. On the Navigation Menu, click Settings, then click Authorizations.
  2. Click the three dots next to CloudFAX, then select Authorize from the drop-down menu. Or, click CloudFAX.

  1. Enter your Upland CloudFAX username and password, then click Save.

Authorize access to your OneDrive account

OneDrive will only be available in Authorizations if the OneDrive integration has been enabled for your account and you are assigned to a role that has permission to the integration. See Integrated applications for more information.

After valid credentials have been entered, you can use the OneDrive integration. See Integrations for more information.

  1. On the Navigation Menu, click Settings, then click Authorizations.
  2. Click the three dots next to OneDrive, then select Authorize from the drop-down menu. Or, click OneDrive.

  1. Click Authorize.
  1. Select your OneDrive account and sign in.