KCS - Can Document Automation Create a Document in a Document Integration?

Objective:

  • Put the Document created by Document Automation directly in OneDrive
  • Put Document from Template in Dropbox
  • Put the Document created from Document Automation in Box
  • Create Document from Template and save directly to Google Drive

Environment:

  • Clio Web App

Additional Information:

Document Automation creates files in the Clio Documents folder.

AlphaDrive (to be found in Clio App Directory) and the OneDrive or Dropbox desktop app can be used to streamline this process, allowing you to drag and drop directly from Clio Documents to OneDrive or Dropbox on your computer.

Answer:

Document Automation cannot be used to create and place files directly in one of our 3rd Party Document Integration.

You will need to upload the Document to it after the Document has been created.

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