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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:

  • Only one administrator on your Clio account can connect Clio to a third party Document integration Source
  • Google Drive and NetDocuments must be set up by the Clio Account Owner
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