Firms can connect cloud storage and sync folders into cases so files flow in automatically.
Connecting a source (admin, in Firm settings → Integrations)
The "Connect a cloud file source" dialog lists providers:
- OneDrive — sign in with a Microsoft account.
- SharePoint — connect the firm's Microsoft 365 tenant (admin consent required).
- Google Drive — sign in with Google (My Drive or a shared drive).
- Dropbox — sign in with Dropbox.
Clicking a provider sends the user to that provider to approve access, then returns to Albatross with the connection Active.
Adding a cloud folder to a case (Case files toolbar)
Use "Add cloud folder":
- If multiple sources are connected, pick one.
- Browse the provider's folders using the breadcrumb + folder list; select the folder to sync.
- Choose a sync direction:
- Import only (default) — one-way, cloud → Albatross; the folder is read-only in the case.
- Two-way — edits in Albatross are pushed back to the cloud source.
- Click "Sync '[folder]'". A toast confirms importing has begun.
The sync status pill
When folders are synced, a status pill sits in the Case files toolbar:
- "Synced" (green) — all healthy.
- "Importing" (spinner) — actively pulling files.
- "Sync issue" (red) — one or more folders have an error.
Click it for a per-folder breakdown (name, provider, status, item count) with a refresh button to re-run a folder's sync, plus "Add cloud folder" and "Manage sources" (which goes to Firm settings → Integrations).
Conflicts: if a file is changed both in Albatross and in the cloud, its state shows "Conflict — needs review." Auth expiry / errors: the folder shows a sync error; re-connect or re-authorize the source from Firm settings → Integrations.