How Do I Set up Clio's OneDrive Integration?

Objective:

• Configure OneDrive Business sync
• See Microsoft OneDrive files in Clio

Environment:

• Microsoft OneDrive for Business
• Clio Manage

Additional Information:

• 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.

Procedure:

1. Click on Settings
2. Click on Documents
3. Click on the Document Sources subtab
4. Click on Configure Microsoft OneDrive
5. Click Link Microsoft OneDrive Account
6. Log into OneDrive if you are asked