Google Drive: Setting Up Your Integration With Matters.Cloud

Google Drive: Setting Up Your Integration

Overview



The Matters.Cloud Google Drive integration is available to all Google Drive subscribers and allows users to:

  • Create a Folder in Google Drive for every Matter created in Matters.Cloud.
  • Create a Folder in Google Drive for every Opportunity created in Matters.Cloud.
  • Access Documents / Files saved directly to Google Drive within Matters.Cloud.
  • Define a set of Default Folders to be created within Google Drive or each Matter or Opportunity created within Matters.Cloud.



Connecting Matters.Cloud with Google Drive

Step 1: Access The Integrations Portal


The integrations portal allows you to configure integrations with common cloud-based platforms.

To access the portal simply select Setup > Integrations and locate the following tile:




Step 2: Connect To Google Drive

Click the Connect button on the Google Drive tile and the following form will be displayed:


Select your Account, enter your Password for Google Drive and click the Sign in button.


The system will then return you to the Integrations Portal and display Connected on the Google Drive tile as follows:



Step 3: Export Existing Matters

To get started using Google Drive it is recommended you export your existing Matters by clicking the Export matters button on the Google Drive tile.

This will do the following:

  • Create a new Client folder within Google Drive for every Client that has associated Matters within Matters.Cloud.

  • Create a new Matter folder within Google Drive for every Matter within Matters.Cloud.

Step 4: Export Existing Opportunities

To get started using Google Drive it is recommended you export your existing Opportunities by clicking the Export opportunities button on the Google Drive tile.

This will do the following:

  • Create a new Contact (Organization or Contact) folder within Google Drive for every Contact that has associated Opportunities within Matters.Cloud.

  • Create a new Opportunity folder within Google Drive for every Opportunity within Matters.Cloud.

Contacting Google Drive Support

Further information on using Google Drive is available from the Google Drive Support Site: 

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