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Amoreg × OneDrive

Amoreg searches, lists and reads files in OneDrive, connected once for the organization by an admin or by each person for their own files.

AmoregOneDrive

Kind: Workspace integration, also a plugin
Connected by: The firm or each person
How: Sign in with Microsoft, for the firm or for yourself
Access: Reads freely; acts only when you ask

What Amoreg does with OneDrive.

01
For the firm or for you
An admin connects OneDrive for the organization, or anyone connects their own account as a personal plugin.
02
Files in the conversation
Tag @OneDrive and Eve finds the file, reads it and cites it in the answer.
03
Files beside the rule
Read a file next to the regulation or policy it has to meet, with both cited in the answer.

Ask in plain words. Tag @OneDrive.

Mention it in any chat and Eve reads what the request needs, cites what it used, and asks before anything that sends.

Amoreg EveMarinus Trustees

You

@OneDrive find the draft business risk assessment and check it against our risk appetite statement

You

@OneDrive list the training records saved this year

You

@OneDrive read the client’s source of funds letter and note what is missing

How it connects. The firm or each person.

1For the firm: an admin connects OneDrive once from Compliance, then Integrations.
2For yourself: connect it from Plugins. Sign in with Microsoft, for the firm or for yourself.
3Tag it in chat: the firm’s connection or your own, never mixed.

Compliance · IntegrationsMarinus Trustees

OneDriveReads freely; acts only when you askConnected
Connected byAn organization adminAdmin
Used byEvery member’s Eve, in this organization onlyFirm

Who connects OneDrive. Firms like these.

It comes up most around policy gap analysis, audit trail and on-site inspection.

For corporate service providersTrust and corporate services, with every client company kept apart and every decision on file.

For law firmsRegulatory answers with the passage behind them.

Policy reviewsEvery policy owned, reviewed on time and kept current.

Questions.

Who connects OneDrive?

Either: an admin connects it for the organization, or each person connects their own. The two are kept apart, and a chat says which one it used.

What can Amoreg see in OneDrive?

Reads freely; acts only when you ask. Sign in with Microsoft, for the firm or for yourself, so Amoreg reaches no more than that connection allows.

Does Amoreg change anything in OneDrive on its own?

No. Eve acts only when someone asks, and anything that sends email waits for that person’s approval of the exact message.

Where OneDrive shows up. Across the platform.

Amoreg EveA senior compliance consultant in every conversation.

WorkflowsRepeatable compliance work, drawn as a chart and run.

SpacesA space for every client firm you look after.

More workspace integrations.

All integrations

SharePointAmoreg finds and reads the firm’s documents in SharePoint, only on the sites an admin granted, so policies and registers ground every answer.Workspace, or as your own plugin Google DriveAmoreg searches and reads the firm’s Google Drive through a service account that sees only the folders shared with it.Workspace, or as your own plugin iManage CloudAmoreg browses the firm’s iManage matters and documents with each person’s own permissions, finds precedents and reviews tracked edits.The firm, through an admin LaserficheAmoreg searches, lists and reads documents in the firm’s Laserfiche repository: policies, registers and correspondence, within the folders an admin allows.The firm, through an admin RuleGuardAmoreg reads the firm’s RuleGuard registers, policies, attestations and monitoring, so the compliance record and the conversation are one.The firm, through an admin PlainSailAmoreg grounds compliance work in PlainSail, the trust and corporate administration platform: entities, ownership structures, risk and screening.The firm, through an admin