Connecting Cloud Storage
Prompt integrates with Dropbox, Google Drive, and Microsoft OneDrive so that documents uploaded by clients are automatically synced to your existing cloud storage. This guide covers how the integration works, how to connect your provider, and what to do when authorisation expires.
Supported providers
Prompt currently supports three cloud storage providers:
- Dropbox — personal and business accounts
- Google Drive — including Google Workspace accounts
- Microsoft OneDrive — personal and Microsoft 365 accounts
You can only connect one provider at a time. If you want to switch providers, you disconnect the current one and connect a new one — documents already synced remain in the old location, but new uploads will go to the new provider.
How the integration works
When a client uploads a document through the portal, Prompt stores it internally and — if cloud storage is connected — pushes a copy to your cloud storage account at the same time.
A few things to understand about how this works:
- Prompt only writes — it never deletes. If you remove a document from Prompt, the copy in your cloud storage is not affected. Your cloud storage is treated as an append-only archive.
- Sync is one-way. Files you add directly to the cloud storage folder are not imported into Prompt. The integration is for exporting from Prompt to your storage, not the other way around.
- Manual uploads are also synced. If you upload a document directly inside Prompt (rather than via the client portal), it's still pushed to cloud storage.
Connecting your provider
Go to Settings → Integrations and click Connect next to your preferred provider. You'll be redirected to the provider's authorisation page, where you sign in (if not already) and grant Prompt permission to write files to your account.
Prompt requests the minimum permissions needed — write access to a specific folder rather than full access to your entire storage account. On Google Drive, this means Prompt can only see and modify files it creates itself. On Dropbox and OneDrive, access is scoped to a dedicated Prompt folder.
Once connected, you'll see the provider listed as active on the Integrations page, along with the folder path where documents will be stored.
Folder structure
Documents are organised into a consistent folder hierarchy within the Prompt folder in your cloud storage:
Prompt/
├── Clients/
│ ├── Acme Ltd/
│ │ ├── Corporation Tax 2024/
│ │ │ └── bank-statements-q4.pdf
│ │ └── VAT Return Q1 2025/
│ │ └── vat-records.xlsx
│ └── John Smith/
│ └── Self Assessment 2024/
│ └── p60-2024.pdf
Each client gets their own folder, and within that, each filing period gets a subfolder. If a client's name changes in Prompt, new files go into a folder with the new name — existing files in the old folder are left in place.
Re-authorising expired connections
Cloud storage authorisations expire periodically. When this happens, new uploads won't be synced, and you'll see a warning on the Integrations settings page and in the dashboard notification area.
To re-authorise, go to Settings → Integrations and click Reconnect next to your provider. This takes you through the same OAuth flow as the initial connection. No files are lost during a re-authorisation — once the connection is restored, Prompt will catch up on any uploads that were missed while the connection was expired.
To avoid interruptions, Prompt sends an email notification to organisation Admins a few days before a connection is due to expire, where the expiry date is known in advance.
Cloud storage alongside Prompt's built-in hosting
Connecting cloud storage doesn't replace Prompt's built-in document storage — both work in parallel. Every uploaded document remains accessible inside Prompt regardless of whether you've connected a cloud provider. Cloud storage is an additional copy, not a replacement.
This means you can disconnect your cloud storage at any point without losing access to any documents. Everything uploaded to date remains available in Prompt's document viewer and activity log.