Connecting Microsoft Cloud Storage

Learn how to connect your Microsoft cloud storage to Whisperit

Last updated 4 months ago

Cloud Storage Integration

Whisperit offers cloud storage integration with Microsoft services, allowing you to access and work with files from your cloud storage directly within the platform. Your files remain securely in your cloud storage - Whisperit only accesses them when you explicitly select them.

Accessing Cloud Connectors

  1. Click on your user menu or settings icon

  2. Navigate to Settings

  3. Select "Connectors" from the settings menu

  4. The Connectors page will display available integrations

  5. Look for "Microsoft Cloud Storage" option

Connecting Microsoft Cloud Storage

Connection Steps:

  1. Go to Settings > Connectors

  2. Find the Microsoft Cloud Storage option

  3. Click the "Connect" button

  4. You'll be redirected to Microsoft's authorization page

  5. Sign in with your Microsoft account

  6. Grant Whisperit the necessary permissions

  7. You'll be redirected back to Whisperit

  8. Connection will be confirmed

What Gets Connected: • OneDrive files and folders • SharePoint document libraries • Microsoft Teams files • Your organization's cloud storage

Privacy and Security

Your Files Remain in Your Cloud: • Files stay in your Microsoft cloud storage • Whisperit doesn't copy or move your files • Access only when you explicitly select files • Your Microsoft security settings remain in effect • You control what Whisperit can access

Permissions Required: • Read access to your files • Access to file metadata • Ability to open files you select • Standard Microsoft OAuth permissions • No automatic or background access

Benefits of Cloud Integration

Centralized Access: • Access cloud files without switching apps • Work with existing file structure • No need to download and upload • Seamless workflow integration

Collaboration: • Work with team files in Microsoft cloud • Maintain version control in cloud storage • Share using existing Microsoft permissions • Team members see updates instantly

Storage Management: • No duplicate files • Save Whisperit storage space • Leverage existing cloud storage plans • Maintain single source of truth

Best Practices

Before Connecting: • Verify you have appropriate permissions • Check with IT department if required • Understand what access you're granting • Review Microsoft security settings

After Connecting: • Test with non-sensitive files first • Verify file access works as expected • Familiarize yourself with the integration • Set up folder organization if needed

Security Considerations: • Only connect with work or personal accounts you trust • Review connected apps in Microsoft settings periodically • Understand organizational policies • Keep Microsoft account secure with strong password • Enable two-factor authentication

Managing Your Connection

Checking Connection Status: • Go to Settings > Connectors • View connected services • Verify Microsoft Cloud Storage is connected • See connection details

Disconnecting:

  1. Go to Settings > Connectors

  2. Find Microsoft Cloud Storage

  3. Click disconnect or manage option

  4. Confirm disconnection

  5. Revoke access in Microsoft account if desired

Reconnecting: • Follow the same connection steps • May need to re-authorize • Previous settings typically maintained

Common Use Cases

Legal Document Review: • Access client files stored in SharePoint • Review without downloading locally • Maintain client data in secure cloud • Collaborate with team on shared files

Contract Management: • Access contract templates from OneDrive • Edit and save back to cloud • Version control through Microsoft • Team access to shared contracts

Case File Management: • Organize case files in cloud folders • Access through Whisperit interface • Maintain cloud backup • Share with authorized team members

Troubleshooting Connection Issues

Connection Failed: • Verify Microsoft account credentials • Check internet connection • Clear browser cache and try again • Ensure pop-ups are allowed • Try different browser

Cannot Access Files: • Verify connection is active • Check Microsoft permissions • Ensure files exist in cloud storage • Verify folder sharing settings

Permission Errors: • Review granted permissions • Reconnect with full permissions • Check organizational restrictions • Contact IT if enterprise account

Organizational Considerations

For IT Administrators: • Review OAuth app permissions • Approve for organization if needed • Set up enterprise policies • Communicate with end users

For Users: • Follow organizational guidelines • Request IT approval if required • Report any issues promptly • Maintain security best practices