2017

Download for FREE

KCS - 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 Web App

Additional Information:

Clio's OneDrive integration is available to subscribers of our Loyalty, Boutique, and Elite plans. It can take up to 24 hours for the initial OneDrive sync to complete. 

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

 

Was this article helpful?
Have more questions? Submit a request