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Why Can't I See My Closed Matters in My Box Integration?

Objective:

  • I can't see my closed Matters in Box, why?
  • Is it possible to make my closed Matters viewable in Box?

Environment:

  • Clio Manage
  • Box

Additional Information:

  • n/a

Answer:

The reason you can't see the closed Matters in your Box integration is that the "Synchronize matters with a status of" is set to either: Open or Open and Pending. A specific setting change in your Document Sources is required in order to show the closed Matters. This article How To Show Closed Matters In Box will guide you through the process of making the changes. 

 

 

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