You can forego CosmoLex native document storage and integrate your document storage with your Google Drive account.
Enable Integration
Step 1: Firm Level
To integrate Google Drive at the firm level:
- From the left navigation panel, click Setup.
- At the bottom of the Setup left navigation, click Apps.
- On the Apps screen, in the Documents Apps section, click the Google Drive on/off slider.
The slider switches to On.-
- Click Allow, or sign in to Google Drive as applicable.
- Click Back to CosmoLex.
-
- From the Dashboard left navigation panel, click Setup.
- From the Setup left navigation, click Firm Settings.
- From the tabs atop the Firm Settings screen, click Firm Preferences.
- Scroll to the bottom of the Trust Settings section.
- From the Default Document App drop down, click Google Drive.
- In the upper right corner, click Save.
Google Drive is your firm’s default document app.
Step 2: Create Matter Folders
Once you have integrated Google Drive at the firm level, any new files you create will be saved to the shared folder.
To move previously created files to Google Drive:
From Matters
- From the left navigation panel, click Matters.
- On the Matters screen, double-click a matter, or single-click it, then from the toolbar, click Details.
- From the Matters Details left navigation, click Documents.
The Documents message displays: The matter you are looking for doesn’t have a folder assigned. Do you want to create one?
The label above the folder taxonomy reads CosmoLex.
- Click Yes.
The label above the folder taxonomy updates to Google Drive.
From Activities
- From the left navigation panel, click Activities.
- On the Activities left navigation, scroll down and click the Documents tab.
- From the Client-Matter section, double-click a matter.
The Documents message displays: The matter you are looking for doesn’t have a folder assigned. Do you want to create one?
The label above the folder taxonomy reads CosmoLex.
- Click Yes.
The label above the folder taxonomy updates to Google Drive.