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