SideDrawer + Microsoft OneDrive: Better Together
OneDrive is where your team already stores and shares files. SideDrawer adds the client-facing layer OneDrive isn't built for — structured requests, e-signature, and a compliance-grade audit trail — with two-way sync back to your existing storage.
SideDrawer doesn't replace Microsoft OneDrive — it integrates with it. OneDrive syncs and shares files inside Microsoft 365 and is primarily an internal collaboration tool. SideDrawer adds structured, client-facing document requests, e-signature orchestration, and a compliance-grade audit trail on every client interaction, with two-way sync (copy-and-purge, folder sync, manifest-based delivery, or direct API) keeping OneDrive as your system of record if that's how your firm already operates.
What SideDrawer Adds on Top of OneDrive
OneDrive is a strong internal tool. These are the client-facing capabilities firms add by pairing it with SideDrawer.
A branded, client-facing portal
Clients access a white-labeled vault under your own brand and domain — not a generic Microsoft sharing link, and without needing OneDrive access themselves.
Structured, trackable document requests
A checklist the client receives and responds to through a secure portal, with real-time completion tracking — instead of an email asking them to "please send your documents."
E-signature orchestration built into the workflow
Signature requests are embedded in the document-request flow, with completed agreements routed back automatically — no separate tool, no manual re-upload.
A compliance-grade audit trail on client interactions
Every access, approval, rejection, and version change is logged with a timestamp and attribution — a record built for regulatory review, not just a file-sharing log.
Two-way sync back to OneDrive
Copy-and-purge, folder sync, manifest-based delivery, and direct API patterns are all supported, so OneDrive can remain your system of record while SideDrawer handles the client-facing exchange.
Shared identity infrastructure
SideDrawer supports OIDC and SAML federation with Azure Entra, alongside Okta and Active Directory — so authentication can run through the identity provider your Microsoft 365 environment already uses.
How SideDrawer and OneDrive Fit Together
Each platform does what it's built for — here's how the pieces divide.
| Capability | SideDrawer | OneDrive |
|---|---|---|
| Internal team file storage & collaboration | Syncs with, doesn't replace | Native strength — part of Microsoft 365 |
| Branded, client-facing portal | Native — white-labeled per client relationship | Not the focus of OneDrive's design |
| Structured document requests & completion tracking | Native — form/information request builder | Not the focus of OneDrive's design |
| E-signature orchestration | Embedded in the document-request workflow | Not native |
| Compliance-grade audit trail on client interactions | Native, tenant/vault/drawer/record/file-level | Sharing & access logs, not relationship-level audit |
| Document storage / system of record | Two-way sync (copy-and-purge, folder sync, manifest-based, API-direct) | Can remain the system of record via sync |
| Identity / SSO | OIDC/SAML federation, incl. Azure Entra | Azure Entra native |
The two platforms are complementary — SideDrawer is designed to sit alongside your existing Microsoft 365 environment, not replace it.
Two-way sync, shared identity, and a client-facing layer on top
SideDrawer's integration patterns are built for enterprises that already run on Microsoft 365. Copy-and-purge, folder sync, manifest-based delivery, and direct API access all let SideDrawer work with your existing OneDrive footprint — while adding the structured client-facing exchange, e-signature, and audit trail your team needs for regulated relationships.
Part of a Broader Integration Ecosystem
OneDrive is one of several storage and ECM systems SideDrawer connects with, so you can keep your existing systems of record.
SharePoint
IBM FileNet & OpenText ECM
Salesforce
Google Drive, Dropbox & Box
Connecting SideDrawer to Your Existing OneDrive Environment
Adding SideDrawer alongside OneDrive doesn't mean disrupting how your team already works.
Book a demo
Walk through the platform with your own Microsoft 365 setup as context.
Choose your integration pattern
Copy-and-purge, folder sync, manifest-based delivery, or direct API — pick what fits your existing OneDrive workflow.
Connect identity
Federate SSO through Azure Entra so advisors and clients authenticate through infrastructure you already run.
Launch the client-facing layer
Clients get a branded vault for requests, e-signature, and document exchange, while OneDrive continues to do what it does internally.
Frequently Asked Questions
Go Deeper
Digital Vaults 101
The complete guide to what a digital vault is, compliance, cybersecurity, and how to evaluate one.
SideDrawer + Microsoft SharePoint
How SideDrawer pairs with SharePoint as a complementary, not competing, platform.
See how SideDrawer pairs with your existing Microsoft 365 environment.
Book a 30-minute demo and bring your current OneDrive setup as context.
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