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Storage integrations connect your cloud storage provider to Slant, giving you direct access to client documents from household records.

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Why integrate storage?

  • Quick access — Browse and open client documents without leaving Slant
  • No duplication — Files stay in your existing cloud storage
  • Folder linking — Link a storage folder to each household
  • Upload in place — Upload files to a household’s linked folder
  • Create subfolders — Organize documents with new folders from within Slant

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Supported providers

Slant supports six cloud storage providers:
ProviderDisplay name
Google DriveGoogle Drive
Microsoft OneDriveOneDrive
DropboxDropbox
BoxBox
ShareFileShareFile
EgnyteEgnyte
Each book connects one provider at a time. All six providers support the same core features: folder linking, file browsing, file upload, and folder creation.

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How it works

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Connect a provider

  • Navigate to Settings > File storage
  • Find your provider and click Connect [Provider name]
  • Sign in and grant the requested permissions
  • You are redirected back to Slant once connected
Only one integration per provider can be active per book. Once your storage is connected, link folders to individual households:
  • Open the household record
  • Expand the Files section
  • Click Link [Provider] folder
  • Browse your cloud storage and select the folder
  • The folder and its contents now appear in the household record

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Browse and open files

After linking a folder:
  • Files and subfolders appear in the Files section of the household
  • Click a file to open it in a new tab on your storage provider
  • Click a folder to expand it and see its contents

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Upload files

  • Open the linked folder (or a subfolder) in the household’s Files section
  • Click the upload icon
  • Select a file from your computer
  • The file uploads to that folder in your cloud storage

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Create folders

  • Click the create folder icon within an expanded folder
  • Enter a name for the new folder
  • The folder is created in your cloud storage

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Rename folders

  • Click the pencil icon next to a folder name
  • Enter the new name and press Enter
  • The folder is renamed in your cloud storage
  • In the household’s Files section, click the … menu
  • Select Unlink folder
  • The folder is unlinked from the household but remains in your cloud storage

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Sharing storage access

The person who connects the storage integration can share access with teammates.
  • Navigate to Settings > File storage
  • Click the connected integration card to open settings
  • Click Grant access and select teammates
  • Shared teammates can link folders and manage files
Team members without access see a message indicating they are waiting for the integration owner to link a folder.

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Security

  • Slant accesses files using OAuth credentials scoped to the connected account
  • Files are not copied or stored by Slant
  • Revoking the integration removes Slant’s access
  • All data in transit uses HTTPS

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Disconnecting

  • Navigate to Settings > File storage
  • Click the … menu on the connected provider
  • Select Disconnect and confirm
Warning: Disconnecting removes storage access for all linked households. Files remain in your cloud storage unchanged.

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Troubleshooting

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Files not showing

  • Verify the folder is linked to the household
  • Confirm you have permission to access the folder in your cloud storage
  • Check that the integration is connected and active in Settings > File storage
  • Only users with folder management access can link folders
  • Ask the person who connected the integration to grant you access

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Need to reauthenticate

  • Navigate to Settings > File storage
  • Click the … menu on the provider
  • Select Reauthenticate and sign in again