Document Storage

How the Application Works With Document Storage Integration

If you are using one of our document storage integrations, it will be helpful to understand how the syncing process works and where limitations exist.

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Integrate with OneDrive/OneDrive for Business

You can forego the application's native document storage and integrate your document storage with OneDrive or OneDrive For Business.

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Integrate with Dropbox

You can forego your application's native document storage and integrate your document storage with Dropbox.

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Integrate with Box

You can forego your application's native document storage and integrate your document storage with your Box account.

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Integrate with NetDocuments

You can forego your application's native document storage and integrate your document storage with NetDocuments.

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Edit Docs in Office 365

When you integrate your account with OneDrive, you can access, edit, and save documents using Office 365.

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Reauthenticate Your Document Storage Integrations

You can reauthenticate your document storage integration if your external storage solution such Dropbox, Box, OneDrive, or OneDrive for Business requires it.

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Migrate Your Dropbox Files to Native Storage

You can migrate DropBox files and folders to your application's native document storage.

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Integrate with LexShare

You can forego your application's native document storage and integrate document storage with your LexShare account.

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Request eSignatures with the LexShare Integration

Users who opt for LexShare as their primary document storage solution can take advantage of the built-in electronic document signing feature within the application. However, it's important to note a few key points:

  • The electronic signing integration is designed to work seamlessly with a single LexShare account. It is crucial to select an account that is easily accessible to all individuals within your firm who require access.
  • To enable the electronic signing functionality, make sure to designate LexShare as the default document storage application. This can be done through Setup under Firm Preferences, and then Documents Settings where you can select LexShare as the 'Default Document App.'
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Secure File Sharing and Requesting with LexShare Integration

Users who opt for LexShare as their primary document storage solution can take advantage of the built-in electronic document-sharing feature within the application. However, it's important to note a few key points:

  • The secure file sharing is designed to work seamlessly with a single LexShare account. It is crucial to select an account that is easily accessible to all individuals within your firm who require access.
  • To enable the electronic sharing functionality, make sure to designate LexShare as the default document storage application. This can be done through Setup under Firm Preferences, and then Documents Settings where you can select LexShare as the 'Default Document App.'
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