Objective:
- Make changes to a Document in OneDrive through Clio
- Use Clio to manage Documents with the OneDrive integration
Environment:
- Clio Web App
- Microsoft OneDrive
Additional Information:
Click here to learn how to set up the Microsoft OneDrive Integration.
Procedure:
- Go to the Documents page
- Select the Microsoft OneDrive sub-tab
- Find the Document you would like to edit
- Click on View in Microsoft OneDrive and the file will be displayed within OneDrive in a new tab
- Click on the underlined Document name to open the file and edit as needed
- Any updates to the file will be saved and reflected within the Microsoft OneDrive sub-tab in Clio