Objective:
- Set up NetDocuments sync
Environment:
- Clio Manage
- NetDocuments
Additional Information:
It takes up to 24 hours for the initial sync to finish, so you may not see the Clio document in NetDocuments until up to 24 hours later.
Procedure:
- Click on Settings
- Click on Documents
- Click on the Document Sources subtab
- Click on Configure NetDocuments
- Click Link NetDocuments Account
- Log in to NetDocuments if you are asked