If you want to have a redundant data storage, Parley Pro provides an integration with Google Drive to replicate executed contracts, attachments (in the original format) and contract metadata (CSV files) to your Google Drive.
Google Drive folder structure is configured by the Parley Pro Administrator and is based on the contract metadata as defined in Parley Pro.
Follow these simple steps to set up the Google Drive integration.
Google Drive Configuration
Login into your Google Drive account and create a new folder. This folder will be used as a root for the backup repository location.
Share a newly created folder with the Parley Pro service user.
Setting Up the Contract Directory Template
The next step is to design the folder structure in Google Drive for Parley Pro contracts. Administrators can use any of the Parley Pro contract metadata or combination of in order to generate custom folder structure.
The following elements are available:
Counterparty name
Contract category
Contract entity
Contract type
Custom fields
Some popular directory scenarios are:
<<contract.getCounterpartyCompanyName() |default('undefined')>>/<<contract.getCategory() | default('undefined')>
(<<contract.getEntity() | default('undefined')>>/<<contract.getCategory() | default('undefined')>>/<<contract.getCounterpartyCompanyName() | default('undefined')>>/
Parley Pro Configuration
Login into Parley Pro and navigate to the Administration module and then to the Integrations tab.
In the Integrations tab, Google Drive section specify:
Drive Owner Email: The email address of the GSuite user or service account
Backup Folder: The same folder name as the one created above in the Google Drive Configuration section
Document Directory Template: The folder structure template using any of the contract standard and custom fields. This is defined in the Setting Up the Contract Directory Template section.
Once this configuration is completed and saved, your executed contracts will be replicated into the Back up Google Drive folder.