- Configure OneDrive Business sync
- See Microsoft OneDrive files in Clio
- Microsoft OneDrive for Business
- Clio Manage
It can take up to 24 hours for the initial OneDrive sync to complete.
The Integration would have to be set up from the Primary Subscriber's Clio account.
- Click on Settings
- Click on Documents
- Click on the Document Sources subtab
- Click on Configure Microsoft OneDrive
- Click Link Microsoft OneDrive Account
- Log into OneDrive if you are asked