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OneDrive integration

Set up OneDrive

You only need to set up OneDrive once for your entire organization.
Prerequisites:
  • OneDrive Global administrators need to perform the integration. This is required to ensure all files, folders, and permissions are synced to CoCounsel.
  • CoCounsel Admin role types is required to set up the integration in CoCounsel.
Do the following to set up OneDrive for your organization:
note
CoCounsel Admins and Users can set up the integration via email.

Set up Guide

  1. Go to your organization settings, from within your profile, then select
    Integrations
    . Go to the OneDrive tile and select
    Configure
    .
  2. In the
    Configure OneDrive Integration
     window, you'll be prompted to set up the OneDrive permissions and select the folders you want the integration to have access to. Select
    Configure Integration
     to continue.
    important
    CoCounsel needs both Read and Write access to process your OneDrive files and permissions correctly. CoCounsel won't change items in your account. Go to this page to learn more.
  3. Review your data permissions then select
    Next
    .
  4. Select
    Read and write
     for the permissions.
    note
    Write permission is required for OneDrive so that CoCounsel can download OneDrive files and process them into CoCounsel.
  5. You'll be redirected to OneDrive, where you'll need to sign in with the global administrator account.
  6. You will be re-directed back to CoCounsel, where you'll need to perform the Selective Sync step. Select the top-level drives that should be synced from OneDrive into CoCounsel. Mark the checkboxes for
    OneDrive
     (My Files in OneDrive) and
    Shared With Me
     to ensure all files in OneDrive are synced with CoCounsel. Select
    View selected
     to continue.
  7. Complete the Selective Sync step by selecting
    Select
    .
  8. Complete the File Picker, where you'll select the top-level drives again. Select
    View Selected
     when you're done.
    note
    Currently, Admins will need to select the drives again in this step. CoCounsel is working on improving this process as a future enhancement.
  9. The
    Configure OneDrive Integration
     window will open where you will see the folders you selected. The set up is now complete.
    CoCounsel syncs files and folders every hour. Once the sync is complete, this will be visible in the UI.

This article applies to:

  • PRODUCT: CoCounsel
  • Audiences: Tax professionals

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