Wherever SmartSuite shows the file picker, you can choose OneDrive or OneDrive Business, sign in to Microsoft and pick files. SmartSuite uploads a copy of each file to the place you started from.
Use OneDrive for a personal Microsoft account and OneDrive Business for a Microsoft 365 work or school account.
Example: a policy owner keeps the signed version of the information security policy in OneDrive. She opens the policy's record in SmartSuite and picks the signed PDF from OneDrive in the Approved Version field.
Plan Availability | All plan types. Uploaded files count toward the workspace storage: 50 GB on Team, 100 GB on Professional, 500 GB on Enterprise and Signature. |
Permissions | Any member who can edit the record, SmartDoc or comment. You need a Microsoft account. |
Platform | Web |
Related Reading |
Which OneDrive option do I choose?
Option. | Account. |
OneDrive. | A personal Microsoft account, such as Microsoft Live or Hotmail. |
OneDrive Business. | A Microsoft 365 work or school account. |
Where can I use OneDrive files?
Files and Images fields: attach files to a record.
SmartDocs: insert an image, a video or an attachment.
Comments: attach files to a comment.
Solution Guides: they are SmartDocs, so the same options apply.
Communication Center emails: attach files to an email.
Connecting OneDrive and uploading
Open the file picker from a field, a SmartDoc, a comment or an email.
Select OneDrive or OneDrive Business.
Sign in with your Microsoft account. Complete any extra check Microsoft asks for, such as a code sent by email.
Browse your OneDrive folders and select one or more files.
Select Upload. The files attach to the record, comment or field you started from.
The file picker opened from the Attachments field of an evidence record, with OneDrive and OneDrive Business in the list of sources.
Note: SmartSuite keeps a copy, not a link. Later changes to the file in OneDrive do not reach the record.
Frequently asked questions
How do I attach a OneDrive file to an email?
How do I attach a OneDrive file to an email?
In the Communication Center, create the email and select Attach File, then Upload Files. Choose OneDrive or OneDrive Business in the picker.
How do I insert a OneDrive file in a SmartDoc?
How do I insert a OneDrive file in a SmartDoc?
Type / at the start of a new line and choose Insert Image, Insert Attachment or Insert Video. Then pick OneDrive or OneDrive Business.
Which option do I pick for a work account?
Which option do I pick for a work account?
OneDrive Business. The plain OneDrive option is for personal Microsoft accounts.
Does SmartSuite keep a link to the file on OneDrive?
Does SmartSuite keep a link to the file on OneDrive?
No. The picker uploads a copy, so later changes in OneDrive do not reach the record. To keep only a link, store the OneDrive link in a Link (URL) field.
Need more help? Ask the SmartSuite Community, where builders, administrators and the SmartSuite team answer questions about building on SmartSuite. For your account, billing or data, select the chat button in the lower-right corner of SmartSuite to reach support.
Last verified 1 Nov 2026.