This article will walk you through how to connect your Ironclad instance with various cloud storage integrations. This includes: Dropbox, Box, Google Drive, Egnyte, and OneDrive.
Cloud storage integrations enable Ironclad to automatically name and store your draft and signed contracts in your company’s cloud storage solution. You must provide the Ironclad platform (admin@ironcladapp.com) with read, edit, and save permissions to your cloud storage solution.
In Workflow Designer, you can customize the naming conventions and folder structure used by Ironclad. Support will work with you to determine this for each workflow. If certain folders, such as “NDA’s”, do not already exist, Ironclad creates a new one to provide a logical and consistent folder structure as new contracts are created, executed and stored.
The key to successful integrations with your cloud storage platform is to connect Ironclad to the "Root Folder" in which your company's contracts live. For most legal teams, this means sharing the legal folder. If you are unsure what this means for your company, reach out to Support.
NOTE
Cloud Storage integrations do NOT copy over documents in the following situations:
- You imported a document using Smart Import.
- You uploaded a document directly to the Repository.
- You added a document as an attachment in the Repository.
The integration does NOT copy over documents prior to the integration being enabled. Data begins syncing once the integration is enabled. If you need to migrate over historical workflow documents (this does not included imported workflows), contact Support.
Connect to Dropbox
Connect a New Dropbox Account
- Provide the Ironclad platform (admin@ironcladapp.com) with read, edit, and save permissions to your company's Dropbox folder.
- In Ironclad, click Company Settings > Integrations > Dropbox.
- Click Link Account and follow the prompts to log in.
- Click Select Folder and select a root folder. This folder is where your files will be housed.
Change your Dropbox Folder
You cannot connect to a team folder.
- Provide the Ironclad platform (admin@ironcladapp.com) with read, edit, and save permissions to your company's new Dropbox folder.
- In Ironclad, click Company Settings > Integrations > Dropbox.
- Click Change Folder. Your workflow documents for future workflow updates immediately start syncing to the new folder. Existing documents in Dropbox are not moved.
Migrate from an Existing Integration
If you have an existing cloud storage integration connected and actively in use, you may not see the following options:
- Link Account
- Unlink Account
- Change Folder
If you do not see these options, please contact support@ironcladhq.com to migrate your existing content and enable the above options.
Connect to Google Drive
Connect a New Google Drive Folder
- In Ironclad, click Company Settings > Integrations > Google Drive.
- Click Sign in with Google and follow the prompts to log in.
- Click Select Folder and select a root folder. This folder is where your files will be housed.
NOTE: If you are trying to connect a Shared Drive folder as your root folder, you will need to search for it, as it will not be available in the initial list you will see.
Additionally, if you experience errors connecting your integration, provide the Ironclad platform (admin@ironcladapp.com) with read, edit, and save permissions to your company's Google Drive folder.
Change Your Google Drive Folder
- Provide the Ironclad platform (admin@ironcladapp.com) with read, edit, and save permissions to your company's new Google Drive folder.
- In Ironclad, click Company Settings > Integrations > Google Drive.
- Click Change Folder. Your workflow documents now save to the new folder. Existing documents in Google Drive are not moved.
Migrate from an Existing Integration
If you have an existing cloud storage integration connected and actively in use, you may not see the following options:
- Link Account
- Unlink Account
- Change Folder
If you do not see these options, please contact support@ironcladhq.com to migrate your existing content and enable the above options.
Connect to OneDrive
Required Permissions: Administrator
Sometimes, Ironclad creates a system directory name ‘Ironclad Revisions’ to store internal metadata about previous versions of drafts on the root drive. This folder’s directory is not customizable.
- In Ironclad, click Company Settings > Integrations > OneDrive for Business.
- Click Link to OneDrive for Business Account. You are redirected to log in to your OneDrive account. We recommend linking to a service account and not a personal account.
- In your OneDrive directory, create a folder with a generic name. For example, “Ironclad Legal”.
- Email the following to Support who will complete the integration:
- The new folder’s name.
- If you have more than one OneDrive drive associated with the Microsoft account you logged into, inform Support which drive to link to.
Connect to Box
- In Box, share Editor permissions for the root folder with admin@ironcladapp.com. Viewer Uploader permissions are not sufficient for Ironclad to integrate with Box.
- Copy the root folder ID from your folder URL in Box. The ID is the string of letters and/or numbers that appear before the ‘/’ and your folder name, as shown in the above screenshot.
- Email the root folder ID to Support who will complete the integration.
Connect to Egnyte
- Create a folder in your main Egnyte directory where you would like all your Ironclad contracts to be stored. The title should be generic. For example, "Ironclad Contracts."
- Click on the newly created folder to identify the folder path located at the top of the folder. For example, Shared/Documents/Ironclad. You will share this folder path with Support in step 4.
- Navigate to Settings > Users & Groups > Add New Account. Select Power User.
- Enter the power user’s First Name and Last Name.
- In the Email field, enter admin@ironcladapp.com.
- In the Username field, enter Ironclad.
- Click Save.
- Email the following to Support who will complete the integration:
- The subdomain of your Egnyte account. This is the first section of the web address where you access your Egnyte folder and is typically your company name as in the highlighted section of the example here: ironclad.egnyte.com.
- The folder path directory from step one.