KCS - How to Edit a Document using Microsoft OneDrive in Clio

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:

  1. Go to  the Documents page
  2. Select the Microsoft OneDrive sub-tab 
  3. Find the Document you would like to edit
  4. Click on View in Microsoft OneDrive and the file will be displayed within OneDrive in a new tab
  5. Click on the underlined Document name to open the file and edit as needed
  6. Any updates to the file will be saved and reflected within the Microsoft OneDrive sub-tab in Clio  

 

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