> ## Documentation Index
> Fetch the complete documentation index at: https://docs.slant.app/llms.txt
> Use this file to discover all available pages before exploring further.

# File storage

> Connect a cloud storage provider to manage client and prospect documents directly from Slant.

Connecting a file storage provider lets you link cloud storage folders to your households, browse and upload documents, and manage files without leaving Slant.

Slant supports six cloud storage providers:

* **Google Drive**
* **OneDrive** (with optional SharePoint access)
* **Box**
* **Dropbox**
* **ShareFile**
* **Egnyte**

Each book can connect one account per provider. Only the active integration is used when linking folders to households.

## Connect a storage provider

<Steps>
  <Step title="Open file storage settings">
    Go to **Settings** → **File storage**.
  </Step>

  <Step title="Choose your provider">
    Click **Connect** on the provider you want to use.
  </Step>

  <Step title="Authorize Slant">
    Sign in to your storage provider and grant Slant permission to access your files. You'll be redirected back to Slant when the connection is complete.
  </Step>
</Steps>

Your connected account appears as a card showing the email address you authorized and the provider name.

### Egnyte setup

When connecting Egnyte, Slant prompts you to enter your Egnyte subdomain before redirecting to the authorization page. Enter the subdomain portion of your Egnyte URL (for example, if your URL is `acme.egnyte.com`, enter `acme`).

### Enable SharePoint

If your organization uses SharePoint alongside OneDrive, you can enable SharePoint access on your existing OneDrive connection.

<Steps>
  <Step title="Open the provider menu">
    Click the **⋮** (three-dot menu) on your OneDrive connection.
  </Step>

  <Step title="Select Enable SharePoint">
    Click **Enable SharePoint**. A confirmation message explains that SharePoint requires additional permissions from your Microsoft 365 administrator.
  </Step>

  <Step title="Approve the permissions">
    Click **Continue** and complete the Microsoft authorization flow. If your admin hasn't pre-approved the permissions, you may need to request approval before proceeding.
  </Step>
</Steps>

## Manage a connected provider

Each connected provider appears as a card on the **File storage** settings page. Click the card or the <Icon icon="settings" /> icon to open the provider's detail page. Click the **⋮** (three-dot menu) for quick actions:

* **Reauthenticate** — reconnects to your storage provider if the connection has been lost or your credentials have changed
* **Disconnect** — removes the integration and unlinks all household folders connected through this provider

<Warning>
  Disconnecting a storage provider removes storage access for all linked households. The files in your cloud storage are not deleted, but Slant can no longer browse or manage them.
</Warning>

### Reconnect an expired connection

Storage connections can expire when your provider's sign-in is no longer valid. When this happens, the connected account shows a warning icon, and the <Icon icon="settings" /> icon is replaced by a **Reauthenticate** button. The card displays the message "This storage integration needs to be reauthenticated before Slant can browse linked folders." You can also choose **Reauthenticate** from the **⋮** (three-dot menu).

In the folder picker, you'll see a banner titled **Storage connection needs reauthentication** with the message "Reauthenticate this integration to browse existing folders and link new ones." The folder list shows "Reauthenticate this integration to load folders." until you reconnect.

To reconnect, click **Reauthenticate** and sign back in to your storage provider. For Egnyte, your subdomain is reused automatically.

<Note>
  Browsing and linking folders for this provider are paused until you reconnect. This applies to Box, Dropbox, OneDrive, ShareFile, and Egnyte.
</Note>

## Share storage access with teammates

By default, only the person who connected the storage provider can link folders to households. You can grant other teammates permission to link folders from the same storage account.

<Steps>
  <Step title="Open the provider detail page">
    On the **File storage** settings page, click the connected provider card or its <Icon icon="settings" /> icon.
  </Step>

  <Step title="Grant access">
    Click **Grant access**, then select the teammates you want to share with.
  </Step>

  <Step title="Confirm">
    Click **Grant access** to save. The selected teammates can now link household folders from this storage account.
  </Step>
</Steps>

Shared teammates appear in a table showing their name and the date access was granted. To remove a teammate's access, click **Revoke access** next to their name and confirm.

<Note>
  Revoking a teammate's access prevents them from linking new folders, but does not unlink folders they have already linked to households.
</Note>

## FAQ

<AccordionGroup>
  <Accordion title="Can I connect multiple providers at the same time?">
    Yes. Each book can connect one account per provider. However, only one provider is active at a time for linking folders to households.
  </Accordion>

  <Accordion title="What happens to my files if I disconnect a provider?">
    Your files remain in your cloud storage — Slant never deletes files from your storage provider. Disconnecting only removes Slant's ability to browse and manage those files. All household folder links through that provider are removed.
  </Accordion>

  <Accordion title="Do teammates with shared access see all my files?">
    Yes. Teammates with shared storage access can browse your full folder tree when selecting folders to link. Only share access with teammates who should be able to see your storage contents.
  </Accordion>

  <Accordion title="My connection stopped working — what should I do?">
    Click the **⋮** menu on the affected provider and select **Reauthenticate**. This refreshes your connection with the storage provider. If the issue persists, disconnect and reconnect the provider.
  </Accordion>
</AccordionGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="Household files" icon="folder-open" href="/records/households/files">
    Link storage folders to households and manage files
  </Card>

  <Card title="Email and calendar" icon="mail" href="/setting-up-slant/integrations/email-and-calendar">
    Connect your email and calendar to sync messages and events
  </Card>
</CardGroup>