> For the complete documentation index, see [llms.txt](https://docs.rubica.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rubica.au/households/sharepoint/manually-linking-a-household-to-sharepoint.md).

# Manually Linking a Household to SharePoint

How to link a household to its SharePoint folder when it wasn't set up automatically

Households created via **Lead → Convert** get their SharePoint folder linked automatically. Households created via the [Quick Household](/households/creating-a-new-household.md) path do not — this page covers linking one by hand.

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A household's **SharePoint** tab only appears once it has a folder linked. If a household is missing the tab, this is almost always why.
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### Where to link it

Open the household's **SharePoint** tab. If no folder is linked yet, you'll see "No SharePoint folder is configured for this household" along with a **Link SharePoint Folder** panel. What you do next depends on whether the folder already exists in SharePoint.

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{% step %}

### Folder already exists in SharePoint

If the household already has a folder somewhere in your firm's SharePoint, enter its relative path into **SharePoint Folder Path (Relative)** and click **Link Folder**.

{% hint style="info" %}
If you're unsure of the exact relative path format your firm uses, open an existing linked household and check its own **Document Folder Path (Relative)** value under the **Admin** section of this same panel for reference.
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{% endstep %}

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### No folder exists yet

If there's no SharePoint folder for this household at all, skip the path field and click **Create New Folder** instead. This creates the folder in SharePoint and links it in one step.
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### Confirm

Either way, the tab should now show the folder's contents instead of the "not configured" message.
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{% hint style="warning" %}
If the tab still doesn't show the right files after linking, double-check the household's assigned **Site** is correct — the relative path is combined with that Site's own SharePoint URL, so a wrong Site will point at the wrong place even with a correct-looking relative path.
{% endhint %}