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Last Updated: 2025-09-19
Set Up Document Synchronization with EviSync

Set Up Document Synchronization with EviSync

Configure the storage provider account. Example: Box, Dropbox, Google Drive, SharePoint 365, or OneDrive. See: Reference: Storage Provider Requirements.
You can use EviSync to synchronize documents between a storage system and Contract Management and Document Intelligence. EviSync supports two-way synchronization, enabling updates within 10 minutes, depending on the provider, or one-time synchronization.
  1. Click
    Admin
    .
  2. Click
    Integrations
    .
  3. On the
    Storage
     tab, click
    Add Sync Pair
    .
  4. Select your storage provider.
  5. Log into the storage provider.
  6. Choose the folders and file types you want to synchronize.
    Don't include ZIP as a file type. Contract Management and Document Intelligence doesn't extract the docs from a ZIP folder during this process.
  7. Click
    Set Up Sync Pair
    .
We first display the sync status as
Initializing.
 Once syncing is complete, Contract Management and Document Intelligence changes the status to
Active
.