Integrate OneDrive/OneDrive for Business

You can forego Rocket Matter native document storage and integrate your document storage with OneDrive or OneDrive For Business.

From this point forward, OneDrive will represent OneDrive and OneDrive for Business interchangeably.

Integrate OneDrive

Step 1:  Firm Level

To Integrate OneDrive at the firm level:

1. From the left navigation panel, click Setup.
2. At the bottom of the Setup left navigation, click Apps.
3. On the Apps screen, in the Documents Apps section, click the on/off slider for the desired OneDrive application.
   The slider switches to On.
   1. Click Allow or sign into OneDrive, as applicable.
      Rocket Matter displays a message: OneDrive For Business is successfully linked to your Rocket Matter account!
   2. Click Back to Rocket Matter.
4. From the Dashboard left navigation panel, click Setup.
5. From the Setup left navigation, click Firm Settings.
6. From the tabs atop the Firm Settings screen, click Firm Preferences.
7. Scroll down to the bottom of the Trust Settings section.
8. From the Default Document App drop-down, click OneDrive.
9. In the upper right corner, click Save.
   OneDrive for Business is your firm’s default document app.

Step 2:  Create Matter Folders

1. From the left navigation panel, click Matters.
2. On the Matters screen, double-click a matter and scroll down to its Summary.
3. From the tabs atop the Matter’s Summary section, click Documents.
   The Documents message displays: The matter you are looking for doesn’t have a folder assigned. Do you want to create one?The label above the folder taxonomy reads Rocket Matter.
4. Click Yes.
   The label above the folder taxonomy updates to OneDrive.

From Documents

1. From the left navigation panel, click Documents.
2. From the Client-Matter section, double-click a matter.
   The Documents message displays: The matter you are looking for doesn’t have a folder assigned. Do you want to create one?
   The label above the folder taxonomy reads Rocket Matter.
   
3. Click Yes.
   The label above the folder taxonomy updates to OneDrive.

Step 3: Managing Documents

To Access OneDrive Documents directly from Rocket Matter:

1. From the left navigation panel, click Documents.
2. A folder taxonomy displays, with the documents stored in the highlighted folder, if any, listed in the panel to its right.
3. From the folder taxonomy, click the applicable folder to locate the document you want to open through OneDrive.
4. To the right of the document, click on Open in OneDrive.