ℹ️ The ingestion methods available vary based on the LinkSquares products and services purchased by you. For a list of supported third-party cloud-based storage application ingestion methods available for your account, reach out to your Account Team.
Overview
LinkSquares Analyze integrates with several existing systems to automatically ingest contracts and increase your team's efficiency. Analyze currently integrates with Box, Dropbox, Google Drive, SharePoint, Egnyte, and more.
Note: The OneDrive integration supports pulling in agreements via inbound syncs.
Process
Step 1: Getting Started
If you have discussed syncs during your onboarding process, you will receive an email from team@linksquares.com requesting access to sync. If you would like to enable the sync, contact your Customer Success Manager.
Click on the CLICK TO AUTHORIZE ACCESS button.
This will open a new tab on your browser.
Step 2: Service Selection
Within the new tab, click the Select Folder button.
You will be prompted to select the service that you wish to sync with.
Click Authorize to select OneDrive from the list of services.
Step 3: Authorization
A pop-up window will require you to authorize your OneDrive account.
If this does not occur, check if your pop-up blocker is disabled for app.linksquares.com.
Select whether your account type is personal or business-related. You will be taken to a Microsoft authentication page. Then, you will be asked to select your account and enter your credentials.
The sync will request permission to access your OneDrive account. Click the Allow button.
Step 4: Selecting a Folder
The final step to configuring the OneDrive integration is selecting the folder you wish to sync from.
Note: The OneDrive integration does not support nested folders.
Folder Authorization Requirements
Users can only authorize folders in their Home Directory. Folders in their Shared Directory cannot be authorized.
After you click on the folder, click Sync with the Folder.
You will see an Authorization Pending page. After a few moments, refresh your browser.
Your sync is complete when you see an Authorization Successful page.
Step 5: Upload
When the OneDrive integration is fully configured, LinkSquares will begin transferring files from OneDrive to your LinkSquares account. This can be set to continuous ingestion of files.
Note: If the person who established the sync leaves the organization, the sync between your existing repository and LinkSquares will be broken. Contact support@linksquares.com to re-establish the sync.