OneDrive for Business files are available wherever SmartSuite shows the file picker. Choose OneDrive Business, sign in with your Microsoft 365 work or school account and pick the files.
SmartSuite uploads a copy to the field, SmartDoc, comment, Solution Guide or email you started from.
Example: an internal audit team keeps its workpapers in the company's OneDrive for Business. The auditor opens a finding's record in SmartSuite and attaches the workpaper from OneDrive Business to the Supporting Evidence 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 365 work or school account. |
Platform | Web |
Related Reading |
What is OneDrive for Business?
OneDrive for Business is the cloud storage in Microsoft 365 for work and school accounts. Your organization manages its sharing and access. Personal accounts use the separate OneDrive option. See Add Files from OneDrive to SmartSuite.
Where can I use OneDrive for Business files?
Files and Images fields: attach files to a record.
SmartDocs: insert an attachment, an image or a video.
Comments: attach files to a comment.
Solution Guides: add files, images or videos to a guide.
Communication Center emails: attach files to an email.
Connecting OneDrive Business and uploading
Select Upload Files in the field, SmartDoc, comment or email. The file picker opens.
Select OneDrive Business as the source.
Select Connect OneDrive Business.
Sign in with your Microsoft account. Complete two-factor authentication if Microsoft asks.
Browse your folders and select one or more files.
Select Upload. The files attach to the record, SmartDoc or email.
The file picker with OneDrive Business selected and the Connect OneDrive Business button, opened from the Attachments field of an evidence record.
Note: SmartSuite keeps a copy, not a link. Later changes in OneDrive do not reach the record.
Frequently asked questions
How do I attach a OneDrive for Business file to an email?
How do I attach a OneDrive for Business file to an email?
Open the Communication Center and create the email. Select Attach File, then Upload Files, and choose OneDrive Business in the picker.
How do I insert a file, image or video in a SmartDoc?
How do I insert a file, image or video in a SmartDoc?
Type / at the start of a new line and choose Insert Image, Insert Attachment or Insert Video. Then pick OneDrive Business in the file picker.
Can I use my personal OneDrive here?
Can I use my personal OneDrive here?
Use the OneDrive option for a personal Microsoft account. OneDrive Business is for Microsoft 365 work and school accounts.
Does SmartSuite keep a link to the file?
Does SmartSuite keep a link to the file?
No. The picker uploads a copy into SmartSuite. To keep only a link, store the OneDrive link in a Link (URL) field instead.
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.