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How do I change my default Document Source?

Objective:

  • Updating your Default Document Source

Environment:

  • Clio Web App

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
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