Integrate Google Drive with CosmoLex

You can forego CosmoLex native document storage and integrate your document storage with your Google Drive account.

Important

The integration works with a single Dropbox account, so be sure to choose an account accessible to everyone in your firm who requires access. 

Enable Integration

Step 1:  Firm Level

To integrate Google Drive at the firm level:
 
  1. From the left navigation panel, click Setup.
  2. At the bottom of the Setup left navigation, click Apps.
  3. On the Apps screen, in the Documents Apps section, click the Google Drive on/off slider.
    The slider switches to On. 

    Important

    Domain administrators of G Suite Business accounts must enable DriveApps domain policy for CosmoLex to initiate the integration. If it is disabled, the user will not be able to complete the integration. Support and Training staff can instruct users to contact the admins for assistance.

      1. Click Allow, or sign in to Google Drive as applicable.
      2. Click Back to CosmoLex.
  4. From the Dashboard left navigation panel, click Setup
  5. From the Setup left navigation, click Firm Settings.
  6. From the tabs atop the Firm Settings screen, click Firm Preferences.
  7. Scroll to the bottom of the Trust Settings section.
  8. From the Default Document App drop down, click Google Drive.
  9. 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.
Important

Files uploaded to CosmoLex prior to the Google Drive integration must be moved to the new shared folder.

To move previously created files to Google Drive:

From Matters

  1. From the left navigation panel, click Matters.
  2. On the Matters screen, double-click a matter, or single-click it, then from the toolbar, click Details.
  3. 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.

  1. Click Yes.
    The label above the folder taxonomy updates to Google Drive.  

From Activities

  1. From the left navigation panel, click Activities.
  2. On the Activities left navigation, scroll down and click the Documents tab.
  3. 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.

  1. Click Yes.
    The label above the folder taxonomy updates to Google Drive.  

Important

Google’s security policy prevents CosmoLex users from deleting documents in CosmoLex that were uploaded to Google Drive.

Updated on May 2, 2022

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