Cloud import
Connect your cloud account, select files or folders, then choose where they should arrive. Imports create copies that use the same document-processing pipeline as local uploads. They do not write changes back to the provider.
Two-way sync is a separate action. It links selected cloud folders to folders at the project root and can send later changes back through the connected account.
Where the connections live
Choose a cloud account
Press Import in the explorer, beside New folder and Upload; View uploads joins them when the project supports it. All providers stay visible as tiles; choosing one highlights it and opens a panel underneath, pointing back at that tile, with its accounts. Choose Google Drive, OneDrive, SharePoint, or iManage where configured. Available actions depend on your connection, permissions and the features enabled for your workspace.
Connect an account if needed. A valid saved connection can be reused without signing in again. The provider handles sign-in in its own window.
What the account panel offers
Accounts for the open provider list as radio buttons, each showing its email and a state: Connected, Connection expired, or an upgrade prompt. Select the one you want, then use the short Import or Sync button in the same panel; each is explained by a tooltip rather than a caption. An account whose provider cannot sync yet still lists, with Sync disabled and the reason shown beneath it.
A connection cannot be guaranteed to last forever. Providers can expire or revoke access, or require new consent. Reconnect account, on the selected row, renews the original account's authorization and keeps its selection. Connect another account is a separate action below the accounts and asks before replacing an unfinished selection.
Picking and confirming
The steps run Account → Files → Destination → Review, shown as numbered circles joined by a line at the top of the wizard.
- Select the account, then press Import.
- For Google Drive, OneDrive and SharePoint, tick the files and folders to copy right inside the wizard: a Drive list chooses the drive, and SharePoint has a Site list above its Document library. A ticked folder brings everything inside it, and its contents show Included; untick the folder to choose individual items. iManage still opens its own picker, as a dialog inside Judicio rather than inside the wizard's own step. A counter over the tree gives the folders and files selected, with Clear all beside it; the selection itself is listed at Review.
- Choose the project itself (the first row of the tree), a folder or any subfolder as the destination; the chosen row carries a Destination tag. The project row can be chosen only where root import is enabled for your deployment.
- Review the source account, selected content and destination, then confirm the import.
Selected folder hierarchies and empty folders are retained by background folder import. A destination name collision keeps both folders under distinct names instead of overwriting the existing folder. Setup stays inside the explorer beside your document. Collapsing it retains the unfinished draft; changing the source asks before replacing that draft. Discard is the red control beside Collapse, and confirms in a strip only when something you chose would be lost.
For supported connected Google and Microsoft accounts, the submitted hierarchy is saved as one background job before receiving starts. Closing the explorer does not cancel it, and View uploads restores its saved progress. iManage retains its existing interactive import path; equivalent background continuation is not yet available there.
Following transfer and processing
View uploads lists each import as a card that names its source account and destination. Opened, the card shows folders prepared, files received or sent, files processing, files ready and files needing attention, then the individual files and their outcomes.
Receiving and processing are separate. A file is ready only after its actual processing workflow finishes; a completed download does not make it selectable. Discovery may still be counting the source, so an unknown total is not presented as a precise percentage.
Use Check status when progress has not updated. Loss of the live connection does not turn the job into a success. A failed or paused job keeps its actual status and available recovery actions. See Uploading files.
Setting up two-way sync
Choose the account's sync action, select one or more cloud folders, and review their names at Project root. Each selected folder creates an independent root folder; there is no nested-destination picker. Resolve overlaps or name collisions in review, confirm the stated effect of two-way changes, and press Import and sync.
While the first sync runs, the explorer shows one overall progress row — for example Syncing 3 folders · 42% — with a short status under each folder, such as 52 of 96 files received. Later incoming revisions and outgoing acknowledgements remain separate, in the same cards under View uploads. A sent change does not claim that document extraction ran. Once every folder has synced and its files are ready, the sync screen offers Show in File Library and closes by itself after ten seconds.
Pause keeps pending work visible. Resume sync checks current access and allowance before restarting it. Stopping sync retains both copies and stops future synchronization; a failed stop stays open so it can be retried. See Integrations for account and credit-cap controls.
Managing connections
Manage connections opens Settings → Integrations. Disconnect previews the affected synced folders before confirmation. It stops their connection; received Judicio files and provider copies remain. If the impact cannot be checked or disconnect fails, the action stays open with an error.
Open Integrations settings (opens in a new tab)Troubleshooting
The connection needs reconnecting
Use Reconnect account and sign in to the original account. Choosing a different account is replacement, not recovery of the old account's selection.
The picker did not open
Signing in opens in a pop-up window for every provider, iManage included. Allow pop-ups for Judicio, then retry the action. Once signed in, Google Drive, OneDrive and SharePoint are browsed inside the wizard's own step, with no separate picker to open; iManage opens its own picker too, but as a dialog inside Judicio, not a pop-up. Microsoft organization approval must be granted by your tenant administrator if the provider requires it.
An import stopped part way
Open View uploads and expand the import's card. Resume import continues unfinished folder preparation, and Retry remaining files retries unfinished receiving where available. A file's Retry receiving action preserves the other completed files. If authorization expired, reconnect the original account first.
A received file needs attention
Open View uploads, expand the import's card and use Enter password, Retry processing or Skip for now on the file, according to the available action. Receiving succeeded, but the document is not ready until processing succeeds.
What cloud import does not do
- An import does not create a two-way relationship. Choose sync explicitly when later changes should travel between systems.
- It does not bypass the provider's access rules, workspace permissions or processing limits.
- It does not make a file ready merely because its download finished.
Next steps
- Uploading files — transfer, processing and recovery.
- Organising files — file what has arrived.
- Integrations — account controls and sync settings.