Articles on: Quick Start Guide

How to Connect Your Cloud Storage

Connect your cloud storage to automatically import your contracts into Recital. Once your cloud storage is synced, you'll have access to the following features:

  • Auto-organized contract repository, including past versions and future contracts
  • Similar clause suggestions from your own contracts, in Word
  • Ability to save new documents directly to your cloud storage


This article covers:



Cloud storage integrations


The following cloud storage solutions can be linked to Recital:

  • Google Drive
  • OneDrive
  • SharePoint
  • Box
  • Dropbox


Files Recital imports and syncs


When you connect a file directory from your cloud storage, Recital specifically searches for documents that are contracts and will only import:

  • Word and PDF documents. No other file formats will be imported.
  • Files that were last updated in the past 90 days (or longer, depending on the look back period defined in your subscription).


Tips for connecting the right directories


When you select a directory in your cloud storage to sync, Recital will scan and process every single file in that directory. The more files Recital has to process, the longer the sync will take.

  • We highly recommend syncing only the directories (folders) where you save your contracts. This will reduce processing time and will also reduce the risk of hitting your file processing limit and requiring additional processing costs.
  • Due to a technical limitation with Box, we currently do not support the selection of your entire Box directory at this time. You will need to select individual folders.


Connecting one or more cloud storage providers


You can connect directories from a single cloud storage provider or multiple. For example, you may only have contracts stored in a Google Drive folder and only need to connect Google Drive. Or, you may also have contracts stored in a Box directory. No problem – you can connect and sync one or both to Recital, and include as many directories (folders) as you like from each cloud service.

Note: If you sign in with Google, you cannot connect a Microsoft cloud service (e.g. OneDrive). Conversely, if you sign in with Microsoft, you cannot connect a Google cloud service (e.g. Google Drive). We have work underway to remove this restriction soon!


How to connect cloud storage


  1. Go to Settings (click the arrow beside your username to find Settings). Select Connect your cloud storage and then click Add New Account.



  1. In the dropdown, select the cloud storage provider you'd like to connect. You will be redirected to the provider's website, where you will need to grant Recital access.



  1. After successfully granting access, your cloud storage account will show as connected.



  1. You can now choose which directories (folders) you'd like to sync from your account. You can either sync the entire account or specific folders. Note: if your account doesn't show up in the list of directories, click Refresh.


If you would like to sync your entire cloud storage account, select the top level folder and click Add and Scan Files. If you would like to add specific folders, you can add them one at a time by navigating to a folder and clicking Add and Scan Files.


Due to a technical limitation with Box, we currently do not support the selection of your entire Box directory at this time. You will need to select individual folders.



  1. Synced folders will appear in the left-hand menu, and your Records will begin populating immediately (time to sync will be proportionate to the number and size of files in your storage).



How to disconnect cloud storage


To disconnect a cloud storage account from Recital, click Disconnect.



Important: When you disconnect a cloud storage account, any files contained in your connected cloud storage directory will be removed from Recital.

Updated on: 18/02/2025

Was this article helpful?

Share your feedback

Cancel

Thank you!