When clients upload files through the Quilia app, you can have those files automatically saved directly to your firm's cloud storage. This keeps client files organized in one place without requiring staff to download and re-upload them.
You can connect Dropbox, Google Drive, Microsoft SharePoint, or Microsoft OneDrive, and more than one if you like: each connected storage gets its own copy of every upload. Once connected, Quilia creates a dedicated folder for each client and places their uploaded files inside it. This includes any photos, PDFs, or other documents they provide during their case.
Connecting your storage provider
To connect a cloud storage provider:
- Open Settings and navigate to Integrations.
- Select your firm's storage provider: Dropbox, Google Drive, SharePoint, or OneDrive.
- Follow the on-screen prompts to sign in and authorize Quilia to access your firm's storage account.
Once the connection is active, you can configure where the files are stored.
Dropbox settings
In Settings under Integrations, select your active Dropbox connection to configure:
- Upload Location: The main folder in your firm's Dropbox where all new client folders will be created.
- Client folder name: The naming format for the individual client folders created inside the Upload Location. You can adjust this to match your firm's existing filing system.
Google Drive settings
In Settings under Integrations, select your active Google Drive connection to configure:
- Upload folder: The main folder in your Google Drive where all new client folders will be created.
- Client folder name: The naming format for the individual client folders created inside the Upload folder.
SharePoint settings
In Settings under Integrations, select your active SharePoint connection to configure:
- SharePoint Site: The specific SharePoint site in your organization to use.
- Document Library: The library within the selected site where files will be stored.
Once both are picked, the page shows the Upload location: a Quilia folder at the top of that library, where every client folder is created.
OneDrive settings
Files go to the OneDrive of the Microsoft 365 work account that signed in. Connect the account your team already shares client files from. OneDrive works with work and school accounts, not personal Microsoft accounts.
In Settings under Integrations, select your active OneDrive connection to configure:
- Upload location: The main folder in that OneDrive where all new client folders will be created.
- Client folder name: The naming format for the individual client folders created inside the Upload location. You can adjust this to match your firm's existing filing system.
How the client folder is named
Quilia organizes uploaded files by creating a folder for the client. For Dropbox, Google Drive and OneDrive, you control exactly how this folder is named using the Client folder name setting. This allows you to include information like the client's name or case details to match how your firm organizes files.
For SharePoint, the folder is named after the client and the end of their case number, for example Jane Doe - QL-4F2A9.
If an upload doesn't make it
If a file can't be saved to your storage (for example, the storage is full or the sign-in expired), it stays safe in Quilia. The upload shows as failed on the Activity page, where you can retry it once the problem is fixed.