KCS - User's Clio Connect Name is Listed as Author on Documents Uploaded by the User's Regular Clio Account

Issue:

  • User has an Attorney Account set up under one name Name A and a Clio Connect account set up under a different name Name B. They both use the same email address. Documents uploaded under Name A now show Name B as the Author. If the user clicks the Author's Name, Clio opens Name A's Contact Card.

Environment:

  • Clio Web App

Additional Information:

n/a

Cause:

This is a known issue that has been reported to our development team

Resolution:

Currently, users can resolve this issue by going into their Clio Connect Account and changing the Account Name to the same name used in their regular Clio Account. 

 

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