File Storage Integrations

Collecting documents from clients is only half the job. Once files arrive, you need them organized, accessible, and backed up in a place your team already uses. FolioReady's file storage integrations connect directly to your cloud storage provider so that every file a client uploads is automatically saved to your account — no manual downloads, no drag-and-drop, no forgotten attachments.

Why Connect a File Storage Provider?

Automatic file delivery

Without a storage integration, client files live inside FolioReady. You would need to download each file manually and move it to the right place. With a storage integration connected, every upload is delivered to your cloud storage automatically, as soon as the client submits it.

Files organized by client

FolioReady creates a folder for each client using their email address and stores all of their uploaded documents inside it. You always know where to find a client's files without hunting through your inbox or downloads folder.

FolioReady/
  alice@example.com/
    tax-return-2025.pdf
    drivers-license.jpg
  bob@company.com/
    contract-signed.pdf

Your files, your account

Files are stored in your own cloud storage account. You own them, you control access, and they count toward your storage quota — not ours. If you ever stop using FolioReady, every file you collected stays right where it is.

No extra software to learn

Your team already uses Google Drive or Dropbox. File storage integrations meet you where you are instead of forcing you into a new tool. Files show up in the same place your team already looks for documents.

What You Can Do

Collect and store in one step

Send a folio link to your client. They upload their documents. FolioReady stores the files in your connected cloud storage automatically. There is nothing else to do — the entire flow from request to organized storage happens without manual intervention.

Share files with your team

Because files land in your cloud storage account, you can use your provider's built-in sharing and permissions to give teammates access. Set up shared folders, add collaborators, or use your existing team drives — whatever workflow you already have in place.

Keep a complete audit trail

Every file transfer is logged in FolioReady's Events section on the integration page. You can see when each file was uploaded, whether it was delivered successfully, and troubleshoot any issues at a glance.

Work with multiple clients at scale

Whether you are collecting documents from five clients or five hundred, the process is the same. Each client gets their own folder automatically. Files are timestamped to prevent naming conflicts. You never need to sort or rename anything manually.

Supported Providers

FolioReady currently supports two file storage providers:

Provider	Folder Structure	Access Model
Google Drive	FolioReady/client-email/filename	FolioReady can only access files it creates — your existing Drive files remain private
Dropbox	client-email/filename	Full Dropbox access for file uploads, with managed onboarding through FolioReady support

Both integrations are company-wide — one connected account serves your entire team. All client uploads from any team member are stored in the same cloud storage account.

Getting Started

Connecting a file storage provider takes just a few minutes:

1. Navigate to Settings > Integrations
2. Find your preferred storage provider
3. Click Connect and authorize FolioReady with your cloud storage account
4. Start collecting files — uploads are stored automatically from that point forward

For detailed setup instructions, see the integration guides below.

• Google Drive Integration — Automatically store client files in your Google Drive
• Dropbox Integration — Store client files in your Dropbox with managed access