KCS - How do I change my default Document Source?

Objective:

  • Updating your Default Document Source

Environment:

  • Clio Web App
  • Settings>Documents>Document Sources
  • Documents

Additional Information:

N/A

Procedure:

  1. Select the gear icon in the upper-right hand corner.
  2. Select "Documents" within settings.
  3. Select "Document Sources" sub-tab.
  4. Change the Document Source within the drop-down menu.
  5. Select "Update Default Document Source."

 

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