Sodium stores your client documents out of the box — no setup required. But if your practice already uses Google Drive, OneDrive, or SharePoint, you can connect your own storage so files live where your team already works.
Every Sodium account includes document storage. Upload files, attach them to clients, and manage them through document management — all without connecting anything. It works from day one.
For many practices, this is all you need. Your documents are stored securely and accessible from anywhere you use Sodium.
If your practice already has files in Google Drive, OneDrive, or SharePoint, you can connect that storage to Sodium instead. Sign in via OAuth and Sodium handles the rest.
Once connected, documents uploaded through Sodium are stored in your provider. Your files stay in your storage account, under your control, with your existing access policies and backup arrangements.
When you connect an external provider, Sodium creates a dedicated folder for each client automatically. Documents uploaded through Sodium are filed into the right place, so your team doesn't need to navigate folder hierarchies manually.
The folder structure is consistent across all clients and visible in both Sodium and your storage provider's own interface.
Regardless of where files are stored, all of Sodium's document management features work the same: document requests, approvals, categories, pinning, and audit trails all behave identically whether you're using built-in storage or your own provider.
You can switch storage providers at any time. Start with built-in storage and connect an external provider later when you're ready — or the other way around.
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