KCS - How to set up NetDocuments Sync

Objective:

  • Set up NetDocuments sync 

Environment:

  • Clio Web App
  • 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:

  1. Click on Settings
  2. Click on Documents
  3. Click on the Document Sources subtab
  4. Click on Configure NetDocuments
  5. Click Link NetDocuments Account
  6. Log in to NetDocuments if you are asked

 

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