- Configure OneDrive Business sync
- See Microsoft OneDrive files in Clio
- Microsoft OneDrive for Business
- Clio Manage
- Clio's OneDrive integration is available to subscribers of our Loyalty, Boutique, Elite plans, and EU/UK. 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