OneDrive: Setting Up Your Integration
Overview
The Matters.Cloud + OneDrive integration is available to all OneDrive subscribers and allows users to:
- Create a Folder in OneDrive for every Matter created in Matters.Cloud.
- Create a Folder in OneDrive for every Opportunity created in Matters.Cloud.
- Access Documents / Files saved directly to OneDrive within Matters.Cloud.
- Define a set of Default Folders to be created within OneDrive for each Matter or Opportunity created within Matters.Cloud.
Connecting Matters.Cloud with OneDrive
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 OneDrive
Click the Connect button on the OneDrive tile and the following form will be displayed:
Enter your Email and Password for OneDrive and click the Sign in button.
The system will then return you to the Integrations Portal and display Connected on the OneDrive tile as follows:
Step 3: Export Existing Matters
To get started using OneDrive it is recommended you export your existing Matters by clicking the Export matters button on the OneDrive tile.
This will do the following:
- Create a new Client folder within OneDrive for every Client that has associated Matters within Matters.Cloud.
- Create a new Matter folder within OneDrive for every Matter within Matters.Cloud.
Step 4: Export Existing Opportunities
To get started using OneDrive it is recommended you export your existing Opportunities by clicking the Export opportunities button on the OneDrive tile.
This will do the following:
- Create a new Contact (Organization or Contact) folder within OneDrive for every Contact that has associated Opportunities within Matters.Cloud.
- Create a new Opportunity folder within OneDrive for every Opportunity within Matters.Cloud.
Contacting OneDrive Support
Further information on using OneDrive is available from the OneDrive Support Site: