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.
Users can authorize folders they own or those that have been shared with them, as well as shared drives.
Note:
- The web application must be used for Google Drive. Desktop applications cannot be used for this service.
- The Google Drive integration supports pulling in agreements via inbound syncs OR pushing out agreements via outbound syncs.
- When using GDrive for an outbound sync, the user email setting up the integration must have access to the folder, and the parent folder. This is for Outbound only.
- Outbound syncs will only sync new agreements in the Analyze platform. It will not pull in all agreements from the platform. If an initial sync of all agreements is needed, then a Dropbox folder will be created and the user can upload to their folder of choice.
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.
Select the CLICK TO AUTHORIZE ACCESS button within the email.
A new tab will open.
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 next to the Google Drive option from the list of services.
Step 3: Authorization
A pop-up window will require you to authorize your Google account.
If this does not occur, check if your pop-up blocker is disabled for app.linksquares.com.
Click Requested Permissions to select the authorization type.
Select a permission type. LinkSquares recommends seeing and downloading all of your Google Drive files.
You will be asked to choose an account and sign in to your Google instance.
The sync will request permission to access your Google account.
Click the Allow button.
Step 4: Selecting a Folder
The final step to configuring the Google Drive integration is selecting the folder you wish to sync from. If you would like to select a nested folder, click on the home folder and select See Contents.
Folder Authorization Requirements
Users can authorize folders they own or those that have been shared with them, as well as shared drives.
After selecting the folder, click SYNC WITH THIS FOLDER.
Please note that it will only display folders that the authorizer owns.
To find out the owner of a folder, click the icon in the upper right-hand corner of your page.
You will see the window below and can find the name of the owner.
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 Google Drive integration is fully configured, LinkSquares will begin transferring files from your Google Drive account into your LinkSquares account. This can be set to continuous ingestion of files.
Contact your Customer Success Manager if you would like ALL agreements to be pushed to Google Drive or only new agreements.
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.