Microsoft OneDrive

In this article:
  1. Connect to OneDrive,
  2. OneDrive Folders,
  3. Add a New Document,
  4. Edit a Document,
  5. Delete a Document,

Connect to OneDrive

Note: This integration is currently only available for Business OneDrive accounts.

Sync documents in TimeSolv with Microsoft OneDrive. This integration will give you easy access to OneDrive files within TimeSolv. Folders and files for Clients and Matters will be automatically generated in OneDrive when created in TimeSolv.
Click under Documents>Settings. Click on Configure OneDrive.

Once connected, the system will automatically sync files and folders from TimeSolv to OneDrive and display the files/folders created in OneDrive to the user inside TimeSolv. 


OneDrive Folders

Click on Documents>Documents>OneDrive tab.

There will be a list of Client folders, open them to view a list of Matter folders. 

You can create as many folders as needed within the Matter folder.

These files and folders will sync to OneDrive under My Files>TimeSolv.

Note: If you move this 'TimeSolv' folder that exists in your OneDrive account the integration will break.


Add a New Document

You can only add a new document under the Matter folder. You cannot upload documents to the root or Client folders. 

To add a new document, click under Documents>Documents>OneDrive tab. Click on the Client folder, then open the Matter folder. From under the Matter folder, you'll see a 'New Document' button.


Edit a Document

To edit a document, click under  Documents>Documents>OneDrive tab. Click on the Client folder, then open the Matter folder. From under the Matter folder, you'll see your list of documents. There's an Edit link next to the documents.


Delete a Document

To delete a document, click under  Documents>Documents>OneDrive tab. Click on the Client folder, then open the Matter folder. From under the Matter folder, you'll see your list of documents. There's a Delete link next to the documents. The file will immediately be deleted from OneDrive.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us