In this article:
Before you begin
The initial setup to integrate your Google Drive with LawVu requires coordination between our Implementation Team and your organization's GDrive admin.
If you do not see the option to sync files in the "Files" tab of a matter or contract, simply contact the LawVu administrator within your organization to ensure that this integration has been switched on for you.
Identify your setup / Shared drive or Shared Folder
Important: Please note that there are two different types of resources. You can have a "Shared Drive" or simply a "Shared Folder" in your GDrive account.
Please identify the type of drive or folder you will be sharing with your LawVu matters.
Green Box - Shared Folder
Red Box - Shared Drive (note the different icon)
Blue Box - Shared Folder under a Shared Drive
How to set up your "Shared Drive"
For LawVu to create a service account for your organization the LawVu team requires your root folder ID which is the folder’s URL in your browser:
1. Select your Shared Drive
2. Copy the URL
3. Provide the URL to the LawVu implementation team
If you choose a folder under a Shared Drive (blue box), you must assign the "Viewer" permission to our service account first on the Shared Drive / My Shared Drive (red box). The service account must be able to at least "READ" the shared drive.
Right-click on the Shared Drive and select 'Manage members'.
Then assign the "Content Manager" permission to the folder you are dedicating for LawVu. Example: Blue box and the folder Copyright.
How to set up your "Shared Folder"
If you haven’t already dedicated a root folder you wish to sync with LawVu, please create a new folder in your GDrive.
For LawVu to create a service account for your organization the LawVu team requires your root folder ID which is the folder’s URL:
1. Select your root folder
2. Copy the URL
3. Provide the URL to the LawVu implementation team
4. The LawVu team will now create a service account specifically bound to your URL. Once you have received the service account, please share your LawVu folder with this account.
5. Ensure the correct “Editor” permission has been set.
How to sync to Google Drive
Once your I.T. team has completed implementing the Google Drive LawVu Integration for your organization, simply navigate to the Files Tab within a matter. In the top left of the folder, you will now see a Sync files button.
Click the Sync files button to bring up the Sync this matter pop-up.
Be aware that if your organization has opted for multiple integrations, these will be displayed here. Select Sync with Google Drive.
The sub-folders contained within the top-level folder designated by your I.T. team will now be displayed. Select one of the sub-folders to open it.
Click the desired folder and hit the Select button.
Confirm that you wish to Start syncing the current matter.
A pop-up notification will confirm that the matter is now synced to your preferred folder in Google Drive and the Google Drive icon will be displayed in the top left.
Each platform has its own independent access and permission settings, even when syncing files. All members of the Matter in LawVu will be able to view the files in the GDrive even if the file or folder is "restricted" to selected members only.
Any file changes made to the matter will now be mirrored in your corresponding Google Drive folder. Similarly, any files uploaded to your Google Drive folder will be reflected in the files tab within the matter.
File deletions are not synchronized. A user with access must remove files in both LawVu and GDrive; just the sync IDs are cleared to prevent more changes from syncing.
How to stop syncing to Google Drive
To shut off the sync, simply click the Google Drive icon in the top left of the Files tab within the matter.
A pop-up will ask if you wish to stop the integration. Click Stop to confirm.
