OneDrive and SharePoint integration: one File Centre for Microsoft 365 documents

If your documents live in Microsoft 365, the OneDrive and SharePoint integrations give your team one place to find them. Both connect to the Portal 360 File Centre using Microsoft authentication.

OneDrive

• Browse folders, search documents and preview supported file types
• Import files into the File Centre, or upload documents to OneDrive with drag and drop, choosing the destination folder
• Rename, move, download or delete files
• Open Word, Excel and PowerPoint documents directly in Microsoft 365
• Attach imported OneDrive files to the email composer, team chat and client interactions without making duplicate copies

SharePoint

SharePoint suits firms with large document repositories across several sites.

• Browse SharePoint sites, document libraries, folders and files
• Manage multiple sites and libraries with site selection, breadcrumb navigation, folder browsing, search, and list or grid views
• Import documents into the File Centre and upload files to document libraries
• Open documents in Microsoft 365 applications

Both integrations respect your existing Microsoft permissions and security policies.

How to connect

1. Sign in to Portal 360 and open Marketplace.
2. Open OneDrive or SharePoint.
3. Click Connect, sign in with Microsoft and approve access.
4. When it shows Connected, find the files under Files.

Which should you connect?

• Connect OneDrive for individual or team document storage.
• Connect SharePoint if your firm's shared documents live in SharePoint sites and libraries.
• Many Microsoft 365 firms connect both, along with email through Microsoft 365 and Outlook.

See the Microsoft 365 integration page and the File Centre feature page.