Integrated applications

Intelligent Capture integrates with Upland CloudFAX, FileBound, and OneDrive. Any user that is assigned to a role with the Manage Integrated Applications permission can enable/disable and configure integrated applications.

Once the integration is enabled, you must enter your credentials under Settings - Authorizations in order to access your account. See Authorizations for more information.

Enable the Upland CloudFAX integration

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

  3. Select the Enabled check box.
  4. Click Add (>) next to the role(s) you want to have access to the integration. Or, move roles from the Available box to the Selected box using a drag-and-drop operation.

    To remove roles from the integration, click Remove All or click Remove (X) next to specific roles in the Selected box.

  5. Click Save.

Enable the FileBound integration

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

  3. Select the Enabled check box.
  4. Click Add (>) next to the role(s) you want to have access to the integration. Or, move roles from the Available box to the Selected box using a drag-and-drop operation.

    To remove roles from the integration, click Remove All or click Remove (X) next to specific roles in the Selected box.

  5. On the Advanced tab, enter the URL for your FileBound site.

  6. Click Save.

Enable the OneDrive Integration

  1. On the Navigation Menu, click Settings, then click Integrated Applications.

  2. Click the three dots next to OneDrive, then select Properties from the drop-down menu. Or, click OneDrive.

  1. Select the Enabled check box.

  2. Click Add (>) next to the role(s) you want to have access to the integration. Or, move roles from the Available box to the Selected box using a drag-and-drop operation.

  3. To remove roles from the integration, click Remove All or click Remove (X) next to specific roles in the Selected box.

  1. On the Advanced tab, enter the Tenant Name and Client Id for your company’s Microsoft OneDrive account.

  1. Click Save.