Connect SharePoint, OneDrive and Google Drive

Connect a Microsoft SharePoint, Microsoft OneDrive or Google Drive account to Andri to import files directly from your cloud storage into your cases.

Connect cloud storage

1. Open a case and navigate to the Knowledge section

2. Click the Connect button in the cloud storage area

3. Select Microsoft SharePoint, Microsoft OneDrive or Google Drive from the options

4. Sign in with your Microsoft or Google account when prompted

5. Grant Andri permission to access your files

6. Your connected storage appears in the Knowledge section

You can connect more than one service to the same case. SharePoint, OneDrive and Google Drive each keep their own connection.

Import files from connected storage

What you import depends on the provider you connected.

• Microsoft SharePoint imports folders. Choose a site, select the folders you want, and click Import Now. Every site you have access to appears in the list.

• Microsoft OneDrive imports folders and individual files. Pick what you want to bring into the matter.

• Google Drive imports individual documents. Open a folder to reach the documents inside it and select as many as you need. Folders themselves cannot be imported.

Importing is a one-off action rather than a running sync, so use Import Now again when the source has changed.

Imported files are automatically analyzed, summarized, and tagged by Andri. Files larger than 100 MB are skipped by all three connectors, so upload those directly to the case instead.

Manage connected accounts

Open the Knowledge section, find the connected data source, and click the trash icon on its card. Only the matter owner sees that control.