About OneDrive & SharePoint
OneDrive is Microsoft's cloud file storage. SharePoint holds shared team sites and libraries in Microsoft 365.
OneDrive & SharePoint + Slant
Connect OneDrive from Settings and link a folder to each household. You can then browse, upload and manage that household's documents without leaving Slant.
Each book can connect one account per provider. Teammates you share access with can link folders from the same account. Disconnecting never deletes files from your storage.
If your firm keeps files in SharePoint, turn on SharePoint access on the same OneDrive connection.
Common use cases
Client documents on the household
Open a household and work with its OneDrive folder from there.
Signed paperwork filed automatically
With DocuSign, completed PDFs can save to the household's storage folder, in a subfolder you choose.
Shared with the team
Give teammates access so they can link folders from your storage account.
