SharePoint & OneDrive
Linking a SharePoint or OneDrive folder on a client brings that client's documents into Claras as attachments.
SharePoint or OneDrive stays the place you store and edit the files. Claras reads the linked folder and keeps the copies it brings in. File notes and documents you write in Claras stay in Claras. To put a Claras document in the folder, save a copy there.
Claras sees the files that the Microsoft account used to link the folder can already open. Folder permissions stay in SharePoint or OneDrive.
Connect Microsoft
Anyone in the practice can link a folder on a client. Connecting Microsoft from Settings stays with the owner and the practice manager.
SharePoint and OneDrive use the same Microsoft connection as Teams and calendar sync. If Microsoft is already connected, open Settings → Integrations and check that the "SharePoint and OneDrive" card shows "Connected".
If that card asks you to reconnect, click Reconnect. Claras asks for two extra read permissions, Files.Read.All and Sites.Read.All, so it can list sites and read files. Your IT admin may need to approve those for the organisation.
To connect for the first time, the owner or the practice manager clicks Connect on Microsoft Teams in Settings → Integrations. Anyone can click Connect Microsoft on the client's folder row. That asks for the same file access, and your IT admin may need to approve it. The flow matches Teams, including admin consent. See Microsoft Teams.
Link the folder
The person who clicks Link this folder needs a working Microsoft connection with file access, and they need to be able to open that folder in SharePoint or OneDrive.
Open the client. The folder row is in the details.
Click Link folder.
Choose a location. Search for a SharePoint site, or open "Your OneDrive" or "Shared with you".
Open the folder you want, then click Link this folder. Claras links that folder and everything inside it.
A OneDrive folder you added with "Add shortcut to My files" shows under "Your OneDrive". Open it there and link it the same way.
Claras starts the first sync straight away. The row says "Syncing…" while it walks the folder. Hover the status to see how many files are in Claras, waiting, ignored or failed. The folder has Sync now, which runs a sync immediately rather than waiting for the next check.
Each client has one linked folder. Linking a different folder replaces the previous link. Linking the same folder again does not duplicate the files. Claras keeps the copies it already brought in. A folder can belong to one client in the practice. If it is already linked to another client, Claras will not link it a second time.
The files
Claras brings in Word, PDF, Excel, CSV, Outlook messages and images (JPEG, PNG, GIF and WebP). Empty files, temporary files, unsupported types, and files that look like research, drafts or working material stay in SharePoint or OneDrive.
Imported files appear on the client's Attachments tab, with files you upload yourself. Claras can then use them on the client record. Once they are in Claras, the rest of the team can see them.
While a file is coming in, it shows "Checking" or "Importing". Ignored files sit in "Ignored files" at the bottom of the tab. Hover the badge to see why that file was skipped. A file that failed shows "Could not import", for example when a PDF is password protected.
From "More actions" on the folder row, choose "Open in SharePoint" or "Open in OneDrive". That is where you add, rename or edit files. Claras picks up those changes on the next sync, or when you click Sync now.
When sync stops
Sync uses the Microsoft connection of the person who linked the folder. If that connection needs reconnecting, the row shows "Sync paused". Reconnect Microsoft, then click Resume sync.
If access to the folder has lapsed, the row says so. Give that person access again in SharePoint or OneDrive, then resume. If the folder itself is gone, the row shows "Sync failed". Link the client to a different folder.
A stale Microsoft connection is the same problem as for Teams. Go to Settings → Integrations and click Reconnect. The folder stays linked. Reconnecting does not remove attachments already on the client.
Unlink the folder
Open "More actions" on the folder row and choose "Unlink folder…".
Claras stops syncing the folder. Tick "Also remove attachments brought in from this folder" and click Unlink and remove attachments to remove those attachments from the client. Leave the box unticked and click Unlink to leave the attachments on the client.
Linking that same folder again does not duplicate the files.
Admin consent
Admin consent is common when the tenant has to approve new permissions. Send your IT admin the Microsoft Teams article, which covers granting consent in Entra. After they approve, click Reconnect again so the file permissions land on the connection.
Last updated 6th November 2026 by Connor