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 Google Drive 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.
If you are an administrator, go to the Integrations button in the menu and locate the Google Drive integration.
Then access the 'Contact us' button at the top :
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 Google Drive 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 Google 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:
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.
