Help Center Cloud services OneDrive

Connect OneDrive

Connect your OneDrive, choose where notices are filed, and upload them straight into the right client folders.

Open OneDrive and connect

In the sidebar, open OneDrive, then click Connect OneDrive.

OneDrive: click Connect OneDrive.
Authorize ClerqLegal

Sign in to your Microsoft account and click Accept to grant ClerqLegal access to OneDrive. You may see an "unverified" notice, but it's safe to continue.

Microsoft consent screen: click Accept.
Open your destination settings

Once connected, the OneDrive page shows your current Mode and pending notices. Click Change settings to choose where notices are filed.

On the OneDrive page, click Change settings.
Choose your destination

Under Destination, pick Fixed folder (all notices go to one folder) or Search by A-Number / Client Name (auto-match a client folder for each notice). Click Save settings.

Destination: choose how notices are filed, then Save settings.
Upload notices to OneDrive

Back on the OneDrive page, select the notices you want and click Upload Selected to OneDrive. Unmatched notices show Needs Attention. Click the row to resolve them.

Select notices, then click Upload Selected to OneDrive.