# Connect SharePoint or OneDrive

Connect Microsoft storage, choose the correct location, and check the root folder.

Source: https://ziffa.io/user-guide/settings/connect-microsoft-storage

You need access to manage storage connections and an appropriate Microsoft account. Check the firm's intended storage location before starting. Ziffa allows one storage provider at a time; do not disconnect an existing provider simply to follow this example.

## 1. Choose Microsoft storage

1. Open **Settings → Integrations**.
2. Select **Add Storage Provider**.
3. Choose **Microsoft SharePoint**, then select **Connect**.

![Add Storage Provider dialog offering Google Drive and Microsoft SharePoint, with Connect and Cancel.](https://ziffa.io/user-guide/images/storage-provider-choice.webp)

*Choose Microsoft SharePoint for the Microsoft connection. The next Ziffa screen distinguishes a SharePoint site from OneDrive.*

## 2. Choose SharePoint or OneDrive

For a SharePoint site, enter the **SharePoint Site URL**, such as **https://harbour.sharepoint.com/sites/Accounts**. Use the site's URL rather than an individual file link.

For the personal OneDrive location offered by the connection, leave the site URL blank. Select **Continue to Microsoft**.

![Choose SharePoint Site screen with a fictional site URL, a OneDrive note, and Continue to Microsoft.](https://ziffa.io/user-guide/images/storage-microsoft-site.webp)

*Enter a site URL for SharePoint, or leave it blank for OneDrive as described on the screen.*

Sign in to the intended account and review Microsoft's access request. Your organisation may require administrator approval. Return to Ziffa after authorisation. These external sign-in screens depend on your organisation and are not reproduced here.

## 3. Set the root folder

When the **Setup Folder** screen appears, enter the firm's intended root-folder name and select **Create Folder & Finish**. This is the parent location for Ziffa's client folders.

![Ziffa root-folder setup screen for Local demonstration storage, with Folder Name and Create Folder and Finish.](https://ziffa.io/user-guide/images/storage-root-setup.webp)

*The root-folder step follows authorisation. This example shows Ziffa's setup form, not a completed Microsoft sign-in.*

## 4. Check the result

Back in Integrations, check that the **Microsoft SharePoint** row shows the intended **Root Folder** and an appropriate status. Use the folder action to inspect the destination where available.



Continue with [Collect client documents](https://ziffa.io/user-guide/collect-client-documents) and [Document Filing settings](https://ziffa.io/user-guide/settings/document-filing). A connected provider does not guarantee the contact can already open a shared folder.

A **Connected** status needs no action. Ziffa renews routine access automatically.

For **Reconnect required**, select **Reconnect SharePoint** and authorise the intended Microsoft account again. Colleagues who can reconnect receive an in-app notification and email. Saved filing work resumes after access has been checked. Keep the existing connection and avoid submitting the same files again.

See [Connection problems and saved documents](https://ziffa.io/user-guide/connection-recovery) for other statuses and recovery steps.