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Google Team Drive Integration

Purpose: Display a list of files on a case that are 1) in the agency's specified Google Team Drive, and 2) match either the client's first and last name or the case number.

Cost: $2,200.00 one time setup fee.

GSuite Setup

Overview of GSuite setup steps
  1. Create a "project" in your organization's Google API Console.
  2. Create credentials in this project that LegalServer can use to access your Team Drive.  This will include the creation of a "service account".
  3. Download a file containing the details of the credentials that you have created.
  4. Share your Team Drive with the service account that you have created.
Detailed Procedure
  1. Create a project in the Google API Console
    1. Navigate to https://console.developers.google.com/apis/dashboard
    2. If you don't have any projects created yet, there will be a blue button "Create Project": 
    3. If you do have one or more projects, then you should click on the project name dropdown at the top next to the search bar, and then click "NEW PROJECT" in the popup.
    4. In the "New Project" form, fill out the "Project Name" field, with something like "LegalServer Team Drive" and click "CREATE".
    5. The creation process isn't immediate.  There will be a progress notification in the upper right.  Once it says complete, you can click on it to be taken to the new project's dashboard.
  2. Create credentials
    1. The first step in creating credentials is to enable the Google Drive API for your new project.  Click on the navigation menu icon (three stacked lines) in the upper left, then click on "APIs & Services" in the sidenav that pops out.
    2. At the top, click "ENABLE APIS AND SERVICES".  You'll be taken to a page headed "API Library".  In the search box at the top, type "google drive".  One of the results will be the "Google Drive API".  Click on that item, then click the blue "ENABLE" button.






Create Credentials for the API project

- Account Type: Service account
- Role: Service Account - Token Creator

Download the .json file that contains the credentials you just created.

It will look something like this:


information from some of these fields will be needed to configure the Team Drive list view on LegalServer.

LegalServer Setup

Add the Google Team Drive list view on a profile.

Grab your "Team Drive ID" (which is found at the end of the URL for the Team Drive) in GSuite.

Get the Credentials for the Drive API project you created by opening the .json file you downloaded above. 

Note: Currently, you will see several '\n' characters in the private key, and those must be manually removed before they are pasted into the list view configuration.

Copy and paste your Team Drive ID into the list view configuration. You can skip the two OAuth fields. And copy and paste the information from each of the fields in the JSON file into the corresponding fields in "Google Drive Configuration" section.




Here is a suggested Instruction element to place above the list view element:


Cut and paste this in the instruction if you find it useful:
<img src="https://upload.wikimedia.org/wikipedia/commons/thumb/7/75/Google_Drive_Logo.svg/120px-Google_Drive_Logo.svg.png" alt="drive icon" height="32" width="39"><b>GSuite Team Drive Documents</b> <br> (below are all Team Drive docs that contain the First and Last Name of this client OR this case number in the document text or title)

Which displays like this on the profile:


Testing

Add a document to your Team Drive that contains either the first and last name of a client or a case number, then visit that case in LS.

To get quicker results, put the name or case number in the file's title/name. There is often a delay with Google's API picking up a file based on content versus the title.