In this article:
How to sync files to Google Drive
An Administrator must configure the Google Drive integration before the business can use it. Please read this article to learn how : For Administrators: Configure the LawVu Google Drive integration
Navigate to the Files Tab within a matter or a contract. If the integration was correctly set up, 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 Google Drive even if the file or folder is "restricted" to selected members only.
For performance reasons, files over 1GB in size will be skipped during sync and if required, should be manually copied between systems.
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.
Deletions are a one-way sync. Files deleted from Google Drive are deleted from LawVu, but any files deleted from LawVu will not be deleted from Google Drive. A user with access must remove files in LawVu and Google Drive; 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.
How to sync the contract document to Google Drive
There are two ways to sync the contract document in LawVu to Google Drive: either from the Overview tab or from the Files tab of the contract.
From the Overview tab, click on the Sync icon located under the contract name:
From the Files tab, select the file and then go to Sync files button:
You'll be prompted to choose whether you want to sync all files, just the contract document, or both:
You'll be asked the folder you want to sync the contract to:
When the contract document is synced, the integration will automatically create a folder called 'Contract document' under the selected Google Drive folder where the contract document will be synced to.
Only the contract document itself will be synced to the Contract document folder.
If other files exist in the Contract document folder, they will not be synced to LawVu. This includes files which previously synced and are subsequently moved into this folder.
If the contract document is deleted or moved outside of the Contract document folder, the sync process will be interrupted. To resume syncing, cancel and restart the sync process from LawVu. This action will create a new copy of the contract in Google Drive, and normal syncing operations will resume.
Change the folder you sync the contract document to or stop syncing
Once the contract document is synced, you can change the location it syncs to by going to the Google Drive icon and choosing between:
Watch this animation to see it in action:
The Google Drive sync is temporarily paused
When the contract document is actively syncing and either approvals are in progress or have been completed, editing the document in Google Drive will pause the sync process.
If you chose to resume syncing, doing so will revert the Contract to the “Draft” stage and therefore may require any approvers who have already approved to approve once more.