Objective:
- Connect Box with Clio
- How do I link with Box?
Environment:
- Clio Manage
Additional Information:
- Clio's Box integration is available to subscribers of our Boutique, and Elite plans.
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Customers in EMEA can find details on whether they are eligible for this integration here.
- It can take up to 24 hours for the initial sync between Box and Clio to complete.
- These steps can only be taken by a User with Administrator permissions
Procedure:
- Go to Settings.
- Click Documents.
- Choose Document Sources.
- Click Configure Box.
- Select Link Box Account.
- Authorize Clio by signing into Box.