OneDrive integration: export your RAMS and site documents straight to OneDrive
The Site Book now works with OneDrive. Export the latest RAMS, Construction Phase Plan and COSHH PDFs from any project into its own OneDrive folder, on Pro and above.
4 min read
TL;DR
The Site Book now connects to OneDrive on Pro and above, with a work, school or personal Microsoft account. Connect it once, attach it to your company, and click Export to OneDrive on a project to send the latest generated RAMS, CPP and COSHH PDFs to that project's own folder. It only ever sees its own app folder in your OneDrive, it never replaces an existing file, and documents still waiting for approval stay out.
If your office runs on Microsoft 365, your site paperwork can now go straight into OneDrive. With the new OneDrive integration, The Site Book connects to OneDrive on Pro and above: click Export to OneDrive on a project and the latest RAMS, Construction Phase Plan and COSHH PDFs land in that project's own folder, ready to share with a principal contractor, a client or your own office.
It works with the Microsoft account you already use, whether that is a work or school account from your company's Microsoft 365 or a personal Microsoft account. Many builders already keep their quotes, drawings and invoices in OneDrive, so the safety paperwork no longer needs a separate home.
What the OneDrive integration does
From any project, one button sends the latest generated version of each document to OneDrive:
RAMS: the current risk assessment and method statement for the job.
Construction Phase Plan: the latest generated CPP.
COSHH assessments: the project's current COSHH PDFs.
Each company gets its own folder, and each project gets its own subfolder named after the job and its site address, so a folder never mixes two jobs, even two jobs with the same name. Run the export again whenever documents change: an unchanged document is normally not copied twice, and a newer version arrives alongside the old one as its own file. Large PDFs are sent in parts, so a long Construction Phase Plan exports just like a short RAMS.
It is an on-demand export rather than a live sync. You decide when the paperwork leaves The Site Book, which is usually the moment you want to hand a pack over. When the export finishes, the message links straight to the file in OneDrive.
Your OneDrive stays yours
Three things we were careful about, because a folder full of client paperwork is not something a tool should be careless with:
It only sees its own folder. The Site Book asks Microsoft for access to its own app folder (Apps/The Site Book) and nothing else. It cannot read, move or delete anything else in your OneDrive.
It never replaces a file. An export only ever adds. If two documents would share a name, such as two toolbox talks, OneDrive keeps both.
Approvals still apply. If your account uses named document approvals, a document whose latest version has not been approved is left out of the export, and the export tells you how many were held back. Draft previews never leave The Site Book.
Only an owner or admin of the company can export, and disconnecting is one click in Settings → Integrations.
How to connect OneDrive
In The Site Book, open Settings → Integrations and click Connect OneDrive on the OneDrive card under Documents & storage.
Choose the Microsoft account you want to use and approve access to The Site Book's app folder.
Back on the OneDrive card, click Attach my saved credential to link it to your company. This creates your company's folder in OneDrive.
Open a project and click Export to OneDrive in the Export & share card.
If your company's Microsoft 365 is set so that staff can only approve verified apps, Microsoft tells you the app needs admin approval. Ask your IT admin to approve The Site Book once, and then you connect as normal.
Handing a pack to a principal contractor
The most common reason to export is a handover. A principal contractor asks for your RAMS and COSHH assessments before you start, or a client wants the current Construction Phase Plan on file. Instead of downloading each PDF, renaming it and attaching it to an email, export the project and share its OneDrive folder.
Because every job has its own folder, the link you send only ever shows that job's documents. When you revise the RAMS after a site visit, run the export again and the new version appears in the same folder, so the person you shared it with sees it without you sending anything else.
Your workers' sign-offs stay where they belong, in The Site Book, against the exact document version each worker signed. The OneDrive folder is a filing copy for the office and for whoever you choose to share it with, not a replacement for the signed record.
OneDrive or the Microsoft 365 integration?
They do different jobs. The OneDrive integration is a personal, on-demand export that any Pro account can switch on in minutes. The separate Microsoft 365 integration on Site Control publishes approved documents into a SharePoint site your whole company shares, automatically after approval, and is set up with our support team and your IT admin. Most smaller firms want OneDrive; larger contractors with a company document library usually want SharePoint publishing.
Which plans include it
OneDrive is included on Pro and above, alongside Google Drive, Dropbox, Xero and Zapier. The three cloud exports behave the same way, so use whichever your office already runs on. The integrations page has the full list, and the Help Centre guide walks through every step.
Create the first job pack free
Start with one real job: RAMS, CPP, site induction and sign-off evidence. No card required. Review everything before you use it.
Create my free job pack →Frequently asked questions
Which documents does the OneDrive export send?
The latest generated version of each RAMS, Construction Phase Plan and COSHH assessment on the project. Draft previews are never exported, and if your account uses named document approvals, a document whose latest version has not been approved is left out and counted in the export message.
Can The Site Book see the rest of my OneDrive?
No. The integration asks Microsoft for access to its own app folder only, Apps/The Site Book. It cannot read, move or delete anything else in your OneDrive, and an export never replaces an existing file.
Does it work with a work or school Microsoft account?
Yes. It works with work and school accounts from Microsoft 365 as well as personal Microsoft accounts. If your company only lets staff approve verified apps, ask your IT admin to approve The Site Book once first.
Which plan includes the OneDrive integration?
Pro and above, alongside Google Drive, Dropbox, Xero and Zapier. Only an owner or admin of the company that owns the project can export, and you can disconnect at any time from Settings → Integrations.