How do I Change my Default Document Source?

Objective:

• Updating your Default Document Source

Environment:

• Clio Manage

Additional Information:

You need to be an account administrator to make changes to the document source. Each firm account in Clio can only sync with one document source.

Procedure:

1. Go to Settings
2. Select Documents within Settings
3. Select Document Sources
4. Change the Document Source within the drop-down menu
5. Click Update Default Document Source