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How do I Change my Default Document Source?


  • Updating your Default Document Source


  • 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.


  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
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