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Who at The Firm Can Set up a Document Integration?

Objective:

  • Who can set up a Document sync?
  • Third party sync between Clio and OneDrive, GoogleDrive, NetDocuments, Box and Dropbox. 

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

OneDrive, GoogleDrive, NetDocuments, Box and Dropbox must be set up initially by the Primary Subscriber of the Clio account. 

Once that has been done. Administrators of the account can make changes to the Document Source, such as unlinking.

Relinking should be done by the same person who set up the integration, i.e. the Primary Subscriber.

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