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Household files let you connect a cloud storage folder to any client or prospect, giving you quick access to their documents without switching to a separate app. The Files section appears under the Records tab on every client and prospect. Once you connect a file storage provider, you can link a folder from your cloud storage and browse, upload, and organize files directly in Slant.
1

Open the household

Go to a client or prospect and click the Records tab in the right sidebar.
2

Expand the **Files** section

3

Select a folder

Click Link [provider] folder (for example, Link Google Drive folder). A folder picker opens where you can browse your cloud storage and select the folder you want to link.
The selected folder and its contents appear in the Files section. Slant displays the folder tree from your cloud storage, showing subfolders and files with icons based on file type.
Only users with shared storage access can link folders. If someone else connected the storage provider and hasn’t shared access with you, you’ll see a message indicating who needs to link the folder.

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Browse files and folders

Once a folder is linked, the Files section shows a tree view of its contents. Folders are listed first, followed by files.
  • Expand a folder — click the folder name or the arrow to reveal its contents
  • Collapse a folder — click the folder name or arrow again
  • Open a file — click a file name to open it in your storage provider (Google Drive, OneDrive, etc.)
  • Open a folder in your provider — hover over a folder and click the icon to open it directly in your cloud storage

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Upload files

You can upload files to any folder in the linked storage.
  • Upload button — hover over a folder to reveal the icon. Click it, then select one or more files from your computer.
  • Drag and drop — drag files from your computer and drop them onto a folder. The folder highlights when it’s ready to receive files.
Uploaded files appear in your cloud storage immediately and show up in the Slant file browser.

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Create and rename folders

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Create a folder

Hover over any folder to reveal the icon. Click it to create a subfolder. Type a name for the new folder and press Enter to save, or Escape to cancel.

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Rename a folder

Hover over a folder to reveal the icon. Click it to edit the folder name. Press Enter to save the new name, or Escape to cancel. Unlinking removes the connection between the household and the storage folder. Your files remain in cloud storage — nothing is deleted.
1

Open the Files section

On the household’s Records tab, expand the Files section.
2

Unlink

Click the ⋯ (three-dot menu) next to the Files heading and select Unlink folder.
After unlinking, the Files section returns to its empty state and you can link a different folder.

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FAQ

Slant displays all files from your cloud storage. Documents, spreadsheets, PDFs, images, and other file types each show a corresponding icon. Clicking any file opens it in your storage provider.
No. Slant supports browsing, uploading, and organizing files, but deleting files must be done directly in your cloud storage provider.
If your team’s file storage integration is disconnected, the Files section shows a prompt to reconnect. Previously linked folders are unlinked, but your files remain in cloud storage.

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Next steps

File storage setup

Connect a cloud storage provider and manage access

Households overview

Learn about households in Slant