Cloud File Storage Integration
ScopeStack’s cloud file storage integration lets you save generated project documents directly to your organization’s cloud storage. When you generate a document in ScopeStack, it gets written to your connected storage provider instead of downloaded locally.
The integration is powered by Merge.dev and supports the following providers:
- SharePoint
- OneDrive
- Dropbox
- Google Drive
- Box
How authentication works
Unlike integrations that require API keys or OAuth credentials, the cloud file storage integration uses an email-based authorization flow through Merge.dev. You provide a registration email address, and ScopeStack sends a link to that address to complete the connection with your storage provider.
You only need to complete this flow once per account. The connection persists until you disconnect or revoke access.
Setting up the integration
Navigate to Settings / Connected Apps and open the Cloud File Storage tile.
On this screen: The Connected Apps page in Settings. The top section shows a “Connected Apps” heading with a table listing any existing connections (columns: Service, Name, Status with a colored dot, and Last Sync). Below the table is an “Available Apps” section with a search bar, category filter pills labeled All, CRM, PSA, and so on, and a grid of integration tiles. Each tile shows the service logo, name, and a short summary. The Cloud File Storage tile (powered by Merge.dev) is visible in the grid.
Enter the email address you want to use to authorize the connection in the Registration Email field. This should be an address associated with your storage provider account (for example, the Microsoft account tied to your OneDrive or SharePoint).
On this screen: The Cloud File Storage connection management page. The header shows the Cloud File Storage logo, name, and summary alongside Back and Enable/Disable buttons. Below a “Connection Status” table is a configuration section with tabs: Connection, Additional Features, and (for site admins) Integration Activity. The Connection tab is active and shows a “Connection Options” form with a “Registration Email” text field where an email address is entered to initiate the Merge.dev authorization flow.
Click Save. ScopeStack will send an authorization email to the address you entered.
Open the email and follow the link to connect your storage account. You will be directed to your storage provider’s login page to grant access.
On this screen: After saving the registration email, an authorization email is sent to the address provided. The email contains a link from Merge.dev. Following the link opens the storage provider’s OAuth login page (for example, the Microsoft sign-in screen for OneDrive or SharePoint, or the Google sign-in screen for Google Drive) where the user grants access. After approving, the browser redirects back and the connection status updates.
Once the authorization is complete, return to ScopeStack and click Enable on the connection management page to activate the integration.
Setting a root folder
The Root Folder setting limits which part of your storage tree ScopeStack can access. This is recommended if your storage account contains sensitive documents unrelated to ScopeStack projects.
On this screen: The Additional Features tab of the Cloud File Storage connection management page. A “Storage Directory” section displays a table with a “Directory Path” column. The current root folder name is shown in the cell, and a “Change” link to the left of the path opens a folder tree modal where a different folder can be browsed and selected.
When a root folder is configured, ScopeStack will only be able to read and write within that folder and its subfolders. If no root folder is set, ScopeStack has access to the full storage tree.
To configure a root folder, open the Additional Features tab on the connection management page. The Storage Directory section shows the current folder. Click Change to open a folder tree modal where you can browse and select a different folder, then click Use to save the selection.
Generating documents to cloud storage
Once the integration is active, document generation in ScopeStack will write files to your connected storage. You can specify a target folder on a per-project basis when generating a document.
On this screen: The document generation dialog on a project, with the cloud file storage integration active. In addition to the standard template selection and filename fields, a folder selector is visible that allows the user to choose which folder within the connected storage the generated document should be saved to. If no folder is selected, the document is saved to the configured root folder.
If no project-level folder is specified, documents are saved to the root folder (or the top level of your storage if no root folder is configured).