Connect your Microsoft cloud files to the client records that use them.
What the integration does
Keep working with Microsoft files. Connect OneDrive as your document-management provider while keeping your files in the Microsoft environment.
Connect the supporting record. Use the OneDrive connection when bringing client documents into your AccountKit document-management workflow.
Make OneDrive part of the client workflow
Start with a client whose documents your team knows well. Connect the document location, check the team’s access and confirm how those files support the work in AccountKit.
Connect OneDrive
Check the client’s document location
Use the files with the client work
What it doesn’t do
Your files remain in the connected document platform. Available actions depend on your OneDrive setup and AccountKit plan; check the permissions and document features your team needs before rollout.
Is OneDrive the same connection as Outlook?
No. OneDrive is for document storage. The Microsoft 365 email connection is for Outlook correspondence.