External Storage

Connect your existing cloud storage to Vetting Vault. Link files from Dropbox, Box, Google Drive, or OneDrive directly to your requests without re-uploading them.

Overview

Most deal teams already store their documents in cloud storage providers like Dropbox, Box, Google Drive, or OneDrive. External Storage integrations let you link those files directly to requests in Vetting Vault without downloading and re-uploading them. Your files stay where they are — Vetting Vault simply references them.

This is particularly useful for large document sets. Instead of duplicating hundreds of files across platforms, you connect your existing storage once and link files as needed. Your storage usage stays under control, and your team continues working from the same source of truth.

Supported Providers

Vetting Vault integrates with the most widely used cloud storage platforms in professional deal environments.

Dropbox

Dropbox integration is fully supported. Once connected, you can browse your Dropbox files and folders directly from within any request in Vetting Vault.

• Link individual files or entire folders to requests
• Supports all file types stored in Dropbox
• Preview linked files without leaving Vetting Vault
• Works with both personal and Dropbox Business accounts

Box

Box integration is fully supported and is a popular choice for teams that need enterprise-grade security and compliance features from their storage provider.

• Link files and folders from Box to any request
• Enterprise-grade storage integration
• Respects Box permission and sharing settings
• Works with Box Business and Enterprise plans

Google Drive

Google Drive integration lets teams that work in the Google Workspace ecosystem link their documents directly to deal requests.

• Link files and folders from Google Drive to any request
• Works with personal and Google Workspace accounts
• Supports all file types stored in Google Drive

OneDrive

OneDrive integration brings Microsoft 365 compatibility to Vetting Vault, allowing teams that work within the Microsoft ecosystem to link OneDrive documents directly to deal requests.

• Link files and folders from OneDrive to any request
• Works with personal and Microsoft 365 business accounts
• Supports all file types stored in OneDrive

Connecting Your Storage

Setting up an external storage connection takes just a few steps:

1. Navigate to account settings — Click your profile icon in the top-right corner and select “Settings”.
2. Click “Connect Storage” — In the Integrations section, you will see the available storage providers. Click the one you want to connect.
3. Authorize your account — You will be redirected to your cloud storage provider to sign in and grant Vetting Vault permission to access your files. Vetting Vault requests read access so it can list and link your files.
4. Confirm the connection — Once authorized, you are returned to Vetting Vault. Your connected storage provider now appears in your settings with a “Connected” badge.

After connecting, you can immediately start linking files from that provider to any of your deal requests.

Linking Files to Requests

Once your storage is connected, linking files to requests is seamless:

1. Open a request — Navigate to any request in your deal where you want to attach a file.
2. Click “Link from Cloud Storage” — Instead of uploading a file, choose the option to link from your connected provider.
3. Browse and select — A file browser shows your cloud storage. Navigate to the file or folder you want to link and select it.
4. File appears on the request — The linked file shows up on the request with a cloud icon indicating it is externally stored. Other deal participants can preview or download it directly.

You can link multiple files to a single request, and the same file can be linked to multiple requests if needed.

How It Works

Understanding how external storage links work helps you use the feature effectively:

• Files are linked by reference — Vetting Vault stores a pointer to the file in your cloud storage, not a copy of the file itself. This means the file exists in one place only.
• Metadata synced in real time — File names, sizes, and modification dates are kept up to date. If you rename a file in Dropbox, the updated name appears in Vetting Vault.
• Download options — Deal participants can download linked files through Vetting Vault or go directly to the file in the original storage provider.
• Version sync — If the file is updated in your cloud storage, Vetting Vault always links to the current version. The specifics of version history depend on the capabilities of your storage provider.

Managing Connected Storage

You can manage your external storage connections at any time from your account settings:

• Disconnect a provider — If you no longer want a storage provider connected, click “Disconnect” in your settings. Existing file links in your deals will show the file name but the live connection will be removed.
• Re-authorize — If your cloud storage permissions change (for example, your password was reset or your IT team modified access policies), you may need to re-authorize the connection. Vetting Vault will prompt you if re-authorization is needed.
• View linked files — See a summary of all files linked from your external storage across your deals. This helps you understand which files are referenced and where.