Microsoft 365
OneDrive
Store business documents in OneDrive while keeping them linked to their record.
Microsoft
Microsoft 365 · Cloud Storage
On RequestWorks with AnantaTech Hub · Provided by Microsoft
What this connects
Document storage to OneDrive or OneDrive for Business.
Supported workflows
- Storing documents against a customer or matter
- Attaching proofs to transactions
- Document backup
Data exchanged
- File contents and names
- Folder paths
- Share links
Setup requirements
- A Microsoft 365 account
- OAuth authorisation
- A designated document folder
Permissions required
- Access to the designated folders
- Permission to create and share files
Security and privacy
- Data is transmitted over encrypted connections (TLS).
- Credentials and tokens are stored server-side and never exposed to the browser.
- Access can be revoked at any time from the provider's own account settings.
Known limitations
Stated plainly, because finding these out during implementation is worse than knowing them now.
- Storage quota follows your Microsoft 365 plan.
Need OneDrive connected?
Tell us how you use it today and we will confirm what is possible for your configuration before anything is committed.