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Connect DMS Connectors to CoCounsel

Google Drive connector

Follow these steps to connect Google Drive and CoCounsel. You can also watch a video walkthrough on Syncly's support page for detailed guidance.

Google API access configuration

  1. Create a Google Cloud Project.
    2. Select
      Select a project
      , then
      New Project
      .
    3. Provide a name and optional organizational name, and select
      Create
      .
  2. Turn on the Google Drive API.
    1. Go to
      APIs & Services
      Library
      .
    2. Search for the Google Drive API in the product library.
    3. Select it and then select
      Enable
      .
  3. Configure the OAuth consent screen.
    1. Go to
      APIs & Services
      OAuth consent
       screen.
    2. Select
      Get Started
       and provide a name for the application and a support email address, then select
      Next
      .
    3. Choose
      Internal
       and select
      Next
      . If internal is not available, select
      External
       and add test users later.
    4. Enter an email address for the responsible person or group and select
      Next
      .
    5. Provide consent to the
      Google API Services: User Data Policy
       and select
      Continue
      ,
      Save
      , and
      Create
       to complete the configuration.
  4. Create OAuth client credentials.
    1. Go to
      APIs & Services
      Credentials
      .
    2. Select
      + CREATE CREDENTIALS
      OAuth client ID
      .
    3. Choose Application Type as Web Application. Provide an application name.
    4. Provide a name and add the Authorized redirect URI.
      note
      To find the redirect URL, go to
      CoCounsel Application
      Manage
      Admin Settings
      Integrations
      DMS Integrations via Syncly
      Get your redirect URL and view setup info
      .
    5. Select
      Create
      . You will receive the Client ID.
    6. After creating the OAuth client, select
      Download JSON
       to save the credentials. Ensure to save the credentials as they won’t be available for future download.
      1. If credentials are lost, create a new client.
      2. The JSON file contains the
        Client ID
        ,
        Client Secret
        , and other metadata required for OAuth 2.0.
    7. Go to the
      Data Access
       tab and select
      Add or remove scopes
      .
    8. Search for and select the scope
      https://www.googleapis.com/auth/drive.readonly
      .
    9. Select
      Update
      .
  5. Add a test user.
    This step is only relevant if you selected
    External
     in Step 3.c.
    1. Go to
      Google Cloud Console
      Your Project
      APIs & Services
      OAuth consent screen
      Audience
      .
    2. Select
      Add Users
      .
    3. Enter the email addresses for users who should have access to the Google Drive integration and select
      Save
      .

Add Google Drive connector

important
Make sure to sign in to the CoCounsel application as an administrator.
  1. Go to
    Admin settings
    Integrations
    DMS integrations via Syncly
    .
  2. Select
    New Integration
    .
  3. Select
    Google Drive
     as your
    Connector
    .
  4. Fill in the following fields:
    1. Name:
       Enter a name to identify the connector, such as Google Drive.
    2. Client Id:
       This is the client_id from the downloaded credentials.
    3. Secret Key:
       This is the client_secret from the downloaded credentials.
    4. You can leave all other fields as their defaults.
  5. Select
    Add connector
    . The connector is added with an active state.
note
We recommend administrators authorize as soon as you add the connector. This way, you can test the connection before other people begin using it.

This article applies to:

  • PRODUCT: CoCounsel
  • Audiences: Legal professionals

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