Works with personal OneDrive and Microsoft 365 business accounts.
RealtySlate integration · Document storage
Microsoft OneDrive Backup for Real Estate Transaction Documents
Every document on a transaction is copied into a Microsoft OneDrive account your brokerage owns, using the same folder structure as the other backup destinations. It works with personal OneDrive and with Microsoft 365 business accounts.
What moves between them
Exactly what RealtySlate sends to Microsoft OneDrive
No guesswork about what an integration does once it is switched on.
From RealtySlateBecomesWhy it matters
Every transaction documentA file in your OneDrive, in a folder per propertyYour paperwork stops depending on your software subscription.
Executed signature documentsThe flattened signed PDF, filed with the transactionThe document a regulator would ask for, in a place you control.
Documents with no transaction yetA file under the year's Other folder, moved automatically if it is later attachedNothing signed is left behind.
Setting it up
Connect Microsoft OneDrive in a few minutes
Every RealtySlate integration is configured from the Connections area by an authorized administrator, and each one can be disconnected from the same place.
Steps
1Open Connections and press Connect on Document Backup, then choose Microsoft OneDrive.
2Sign in with your Microsoft account and approve.
3Press "Back up everything already on file" once so existing documents are copied too.
4New documents are copied automatically from then on.
Worth knowing before you connect
Limits, direction and cost, stated plainly
The things a brokerage usually finds out later.
Folders are RealtySlate Docs / year / property address and transaction number.
One direction. RealtySlate never deletes anything in your OneDrive.
Google Drive and Dropbox can be connected at the same time.
No cost. The storage is your own Microsoft account.
Frequently asked questions
Questions about the Microsoft OneDrive integration
Does RealtySlate work with Microsoft OneDrive?
Yes. Transaction documents are copied into a OneDrive account your brokerage owns, using Microsoft Graph, and it works with both personal OneDrive and Microsoft 365 business accounts.
Does it work with SharePoint?
The integration writes to OneDrive. A Microsoft 365 business account's OneDrive is supported; SharePoint document libraries are not a separate destination today.
Can I connect OneDrive as well as Google Drive?
Yes. Each connected account receives every document, and RealtySlate tracks what it placed in each one separately.
Related integrations
What else RealtySlate connects to
Google Drive Backup for Real Estate Transaction DocumentsCopy every transaction document into your brokerage's own Google Drive automatically. Folders by year and property, readable without any software.Dropbox Backup for Real Estate Transaction DocumentsCopy every transaction document into your brokerage's own Dropbox automatically, filed by year and property, with no ongoing work.Real Estate Brokerage REST APIA documented REST API for transactions, contacts, leads, documents, commissions and users, with scoped API keys and per-company data separation.
See RealtySlate in action
See the Microsoft OneDrive integration in a working brokerage.
Explore the free demo now or request a guided walkthrough for your brokerage.