Integrate OneDrive/OneDrive for Business

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

From this point forward, OneDrive will represent OneDrive and OneDrive for Business interchangeably.

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

Integrate OneDrive

Step 1:  Firm Level

To Integrate OneDrive 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 on/off slider for the desired OneDrive application.
   The slider switches to On.
   1. Click Allow or sign into OneDrive, as applicable.
      You will see the message: OneDrive For Business is successfully linked to your account!
   2. Click Back to CosmoLex.
4. From the 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 down to the bottom of the Trust Settings section.
8. From the Default Document App drop-down, click OneDrive.
9. In the upper right corner, click Save.
   OneDrive for Business is your firm’s default document app.

Step 2:  Create Matter Folders

1. From the left navigation panel, click Matters.
2. On the Matters screen, select a matter, click on the three dots at the end of the row and from the drop-down, click View.
3. From the tabs atop the Matters Details section, click Documents.
   The Documents message displays: The matter you are looking for doesn’t have a folder assigned. Do you want to create one? 
4. Click Yes.
   The label above the folder taxonomy updates to OneDrive.

From Documents

1. From the left navigation panel, click Documents.
2. 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?
3. Click Yes.
   The label above the folder taxonomy updates to OneDrive.

Step 3: Managing Documents

To Access OneDrive Documents directly from your application:

1. From the left navigation panel, click Documents.
   A folder taxonomy displays, with the documents stored in the highlighted folder, if any, listed in the panel to its right.
2. From the folder taxonomy, click the applicable folder to locate the document you want to open through OneDrive.
3. To the right of the document, click on Open in OneDrive.

The Office Online website opens, providing access to the file.