Objective:
- Configure Clio's Google Drive sync
- See Google Drive files in Clio
Environment:
- Clio Web App
- Google Drive
Additional Information:
The initial authorization must be done from the Originating Subscriber's account.
Procedure:
- In Clio click on Settings
- Click on Documents
- Click on the Document Sources subtab
- Click on Configure Google Drive
- Click on Link Google Drive account
- Log into Google Drive if you are asked
- Click Allow