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Connect Microsoft OneDrive

Step by step overview of how to set up the connection

  1. Open a Private Window in your internet browser (❗)
  2. Go to the Lexis® Create DMS Portal (for LexisCreateDMS customers) or to Lexis Create+ Portal (for Lexis Create+ customers) > Integrations
  3. and login with your Lexis® Create (DMS) credentials (or via SSO)
  4. Go to Integrations and select Connect for OneDrive Business Screenshot 2022-07-14 at 14.07.46-1
  5. You will be directed to Microsoft login dialogue. Fill out the credentials of your OneDrive account (❗).

  6. You will be redirected back to Lexis® Create DMS. Lexis® Create DMS will start syncing and you will see in the dashboard when the sync is finished. There is no need to keep Lexis® Create DMS or your computer open. At this moment, we will keep an eye on the integration, ensure the right integration settings are applied and let you know when the sync has finished.

 

Go back to the integration guide to follow the next steps of the integration.