Google Drive & Dropbox Sync

Connect your firm's Google Drive or Dropbox account and sync a matter's documents with a folder there — in both directions. Files you upload to Infera can be pushed out to the folder, and files added to the folder from outside Infera can be pulled in.

Connecting Your Firm's Account

Cloud storage is connected once per firm, on the firm's Integrations page, and can then be used on any matter. Reach that page either from your firm Account page (the Integrations button) or from a matter's Documents tab, where Connect cloud storage links straight to it.

1. Open the Integrations page
2. On the Google Drive or Dropbox card, click Connect
3. Sign in and approve access on the provider's consent screen
4. You're returned to Infera, and the card now shows Connected along with the account's email address

TIP

Google Drive is connected using Google's drive.file scope, which limits access to only the files and folders you explicitly grant — Infera never gets blanket access to your whole Drive.

To disconnect a provider, return to the Integrations page and click Disconnect on its card. Infera asks you to confirm first, and any matters bound to that provider will stop syncing.

Binding a Matter to a Folder

Once your firm has a connected account, bind an individual matter to a destination folder:

1. On the matter's Documents tab, click Connect a folder
2. If your firm has more than one connected provider, choose which one to use
3. Choose the destination folder:
   • Google Drive opens Google's own Picker — select the folder there. Because Infera uses the drive.file scope, picking the folder is also what grants Infera access to it.
   • Dropbox shows a folder browser inside Infera — open folders until you reach the one you want
4. Optionally check Automatically push new client uploads to this folder
5. Click Use this folder

The toolbar now shows a chip with the provider and folder name, plus sync controls.

Syncing Documents

With a matter bound to a folder:

• Push — click the push icon to send the matter's documents to the connected folder
• Pull — click the pull icon to bring in any new files that were added to the folder from outside Infera. For Google Drive, pulling reopens the Picker so you can re-confirm the folder — under the drive.file scope, that re-confirmation is what re-grants Infera access to files added since it was last picked.
• Auto-push — toggle Auto-push new uploads (from the folder chip's ⋮ menu, or when connecting the folder) so newly uploaded or received documents push to the folder automatically, without a manual push

Changing or Removing a Folder Connection

Click the ⋮ menu next to a connected folder to:

• Change folder… — pick a different destination folder for this matter
• Disconnect folder — stop syncing this matter (the firm's provider connection stays active for other matters)

Related

• Firm Settings
• Viewing Documents