In Cosmolex, you can now integrate your document storage with either OneDrive or OneDrive For Business. You must first link to your account by doing the following:
Go to Setup > Firm Settings > Apps > Under Documents Apps, click the OFF Button to turn ON either OneDrive or OneDrive for Business.
Note: This only needs to be set up once under Administrator user. Make sure default document app is set up under Firm Settings > Firm Preferences.
Once OneDrive is integrated, the admin will need to share the CosmoLex folder in OneDrive with other users. Once the account is set up, you will not be able to switch user accounts in OneDrive.
Once turned on, you will be directed to the Microsoft Account login page as shown below:
OneDrive for Business:
After you log in, you will get a message saying: "Your account is successfully linked to your Cosmolex Account"
As needed within in each matter, you will be prompt to create a folder.
To do this, go to Matters Page > click on matter > Click Details.
Under Matter Details > Click on Documents tab
A permission window will come up, asking if you want to create a matter folder.
Here you will confirm that OneDrive and OneDrive for business are synced.
Note: If the admin who integrated OneDrive in CosmoLex leaves the firm, a different user would need to copy the folders in OneDrive.
Managing Documents for Onedrive and Onedrive For Business
Would you like to be able to access, edit and save OneDrive documents all from CosmoLex using Office Online? You now have the capability to do so.
To Access OneDrive Documents using OfficeOnline:
After you have synced with OneDrive or OneDrive For Business:
Go to Activities > click Documents Tab > Click on a folder on the left-hand side to locate the document you would like to open through OneDrive. To the right of the document, click on "Open in OneDrive".
You will be brought to OfficeOnline website where you have access to the file.
To Edit OneDrive Documents
You can edit word and excel documents in OfficeOnline and have the changes saved automatically back to Cosmolex.
To do this at the top right of the file in OfficeOnline, click "Edit Document or Edit Workbook" and choose "Edit in Browser"
- The next time you go back into Cosmolex, those changes will be in place when you download or view in OneDrive.