Repository Syncing

Use the steps below to connect and sync documents from your supported storage provider.

Admin or owner privileges are required to connect a repository.

Getting Started

1. Go to app.ivo.ai.

2. Navigate to Settings.

3. Select Repository.

4. Click Integrations.

From there, choose the system you want to connect and follow the setup steps.

Google Drive

1. Click Connect and sign in to your account.

2. Return to Repository Integrations and click Configure.

3. Enter the relevant Google Drive folder or file link.

4. Select where you want the documents to sync.

5. Your documents will begin syncing.

SharePoint

1. Click Connect and sign in to your account.

2. Return to Repository Integrations and click Configure.

3. Click Add.

4. Select the site, document library or list, and folder if applicable, then click Add Lists.

5. Choose which columns to import, then click Next.

6. Select the site and click Sync.

Salesforce

1. Click Connect.

2. Indicate whether your connection is a sandbox environment.

3. Sign in to your Salesforce account.

4. Return to the Salesforce integration page.

5. Choose either Bulk Import or Add Synchronization.

For Bulk Import:
6. Select the monitored object and date.
7. Choose the file format type, either Word or PDF.
8. Click Next and select the fields to sync from the contract.

For Add Synchronization:
6. Enter the applicable details.

7. Your documents will begin syncing.

DocuSign

1. Click Connect and sign in to your account.

2. Return to Repository Integrations and click Configure.

3. Choose either a one-time bulk import or set up a sync.

4. Select the site, document library or list, and folder if applicable, then click Add Lists.

5. Choose which columns to import, then click Next.

6. Select the site and click Sync.

LawVu
Interested in syncing with LawVu? Please reach out to your CSM or email support@ivo.ai.

Need More Help?

If you have any additional questions, please contact support@ivo.ai.