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Storage integrations connect your cloud storage provider to Slant, making it easy to access and organize client documents without leaving your CRM.

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Why integrate storage?

Storage integration provides:
  • Quick access — Open client documents from their record
  • Automatic organization — Documents stored in client-specific folders
  • No duplication — Files stay in your existing storage
  • Link sharing — Share document links with clients easily
  • Centralized view — See all client files in one place

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Supported storage providers

Slant integrates with:
ProviderFeatures
Google DriveFull integration, automatic folder creation
DropboxFile access and linking

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How storage integration works

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Folder structure

When you connect storage, Slant can create an organized folder structure: 
Slant Clients/
├── Smith Family/
│   ├── Financial Plans/
│   ├── Tax Documents/
│   └── Correspondence/
├── Johnson Household/
│   ├── Financial Plans/
│   ├── Tax Documents/
│   └── Correspondence/
└── ...
Each client gets their own folder with subfolders for organization.

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Document access

From any client record:
  1. Click the Documents tab
  2. See files from their connected folder
  3. Open, download, or share files
  4. Upload new documents directly

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Linking vs copying

Slant links to files in your storage—it doesn’t copy them:
  • Files stay in Google Drive/Dropbox
  • No duplicate storage charges
  • Changes sync automatically
  • Original file permissions apply

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Setting up storage

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General process

1

Choose your provider

Decide which storage service to use.
2

Connect the integration

Follow the provider-specific guide.
3

Configure folder structure

Set up how client folders are organized.
4

Link existing folders

Connect current client folders or create new ones.

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Provider guides

Google Drive

Connect Google Drive

Dropbox

Connect Dropbox

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Working with documents

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View client documents

1

Open client record

Navigate to the client.
2

Click Documents

Click the Documents tab.
3

Browse files

See all documents in their folder.

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Upload documents

1

Open Documents tab

On the client record, go to Documents.
2

Click Upload

Click the Upload button.
3

Select files

Choose files from your computer.
4

Files upload

Files are added to the client’s storage folder.

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Open a document

1

Find the document

Locate it in the Documents list.
2

Click to open

Click the file name.
3

Opens in new tab

Document opens in your storage provider’s viewer.
1

Find the document

Locate the file to share.
2

Click Share

Click the share icon.
3

Copy link

Copy the sharing link.
4

Send to client

Paste in an email or message.
Sharing permissions are controlled by your storage provider. Verify the link works before sending to clients.

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Organizing documents

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Folder templates

Create consistent folder structures for new clients:
1

Go to storage settings

Navigate to Settings → Integrations → Storage.
2

Open folder templates

Click Folder templates.
3

Define structure

Create the subfolder structure you want:
  • Financial Plans
  • Tax Documents
  • Insurance
  • Estate Planning
  • Correspondence
4

Save

New client folders will use this template.
If you already have organized client folders:
1

Open client record

Navigate to the client.
2

Go to Documents

Click the Documents tab.
3

Click Link folder

Click Link existing folder.
4

Select folder

Browse your storage and select their folder.
5

Confirm

The folder is now linked to this client.

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Search within Slant

1

Open command palette

Press ⌘ K (Mac) or Ctrl K (Windows).
2

Search for document

Type the document name.
3

Filter to documents

Select Documents filter if needed.

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Full-text search

For searching within documents, use your storage provider’s search:
  • Google Drive: Searches document contents
  • Dropbox: Searches filenames and contents (on supported plans)

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Security considerations

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Access control

  • Slant accesses files using your OAuth credentials
  • Team members see files based on their storage permissions
  • Revoking the integration removes Slant’s access

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Compliance

For firms with document retention requirements:
  • Documents in your storage follow your retention policies
  • Slant doesn’t delete documents from storage
  • Consider your storage provider’s compliance certifications

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Encryption

  • Files are encrypted by your storage provider
  • Slant doesn’t store copies of your files
  • Data in transit uses HTTPS/TLS

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Troubleshooting

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Documents not showing

Check:
  • Folder is correctly linked to the client
  • You have permission to access the folder
  • Integration is connected and active

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Upload failures

Verify:
  • File size is within limits
  • File type is supported
  • Storage has available space
  • Integration permissions include write access

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Sync delays

Note:
  • New files may take a few moments to appear
  • Try refreshing the Documents tab
  • Check storage provider’s service status

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Best practices

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Consistent naming

Use clear, consistent file names:
  • SmithFamily_FinancialPlan_2024.pdf
  • Johnson_TaxReturn_2023.pdf
  • Not: document.pdf or scan123.pdf

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Regular cleanup

Periodically review client folders:
  • Remove outdated documents
  • Archive old versions
  • Maintain organized subfolders

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Team coordination

When teams share storage:
  • Agree on folder structures
  • Use consistent naming conventions
  • Don’t move files others are using

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Next steps

Google Drive

Set up Google Drive integration

Dropbox

Set up Dropbox integration