Integrate your LawVu platform with SharePoint to ensure the content your matters and contracts are stored in two separate, secure cloud-based applications. A seamless sync ensures that files uploaded to matters and contracts in LawVu are replicated in SharePoint.

An Administrator must configure the SharePoint integration before the business can use it. Please read this article to learn how : For Administrators: Configure the LawVu SharePoint Integration

In this article:

To establish the file sync :

1. From the Files tab of a matter or contract, click Sync files

2. Select Sync with SharePoint

Note: Any private folders in the matter or contract will not be synced. When making a folder private AFTER the sync has been set up, the files that have already been synced across to SharePoint won't be removed (no new files or changes will go across).

3. The folder selector will bring up the SharePoint folder your Administrator set as the root folder. From here, you will be able to navigate to the folder you want to synchronize with.

You can also create new folders on the fly.

4. Click Start syncing.

The sync will start working in the background. You know it is turned on whenever you see the SharePoint green icon displayed on the top left of the files.

Clicking on the icon enables you to change the folder if needed or stop syncing.

If you stop syncing, this won't remove the files you have synchronized already in both directions and any other changes to the files will not replicate from this moment forward.

There are two ways to sync the contract document in LawVu to SharePoint: 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 SharePoint 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 SharePoint, and normal syncing operations will resume

Once the contract document is synced, you can change the location it syncs to by going to the SharePoint icon and choosing between:

When the contract document is actively syncing and either approvals are in progress or have been completed, editing the document in SharePoint will pause the sync process.

It also occurs when files and folders are moved to a different location, renamed, or for new versions of updated or replaced files.

When you delete a file from SharePoint, it will not be deleted from LawVu and vice-versa. A user with access must remove files in both LawVu and SharePoint.

To further understand the check-in/out process in the SharePoint library, click here.

No, not by default - each matter & contract must be setup/turned on for sync individually.

For performance reasons, any files over 1GB in size will be skipped during the sync process and if required, should be manually copied between systems.