2017

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KCS - Will previously uploaded documents move from Clio Documents into my Document integration automatically?

Objective:

  • Previously uploaded documents move from Clio Documents to Document Integration automatically 
  • Previously uploaded documents move from Clio Documents to Google Drive automatically 
  • Previously uploaded documents move from Clio Documents to Onedrive automatically 
  • Previously uploaded documents move from Clio Documents to Dropbox automatically 
  • Previously uploaded documents move from Clio Documents to Net Docs automatically 
  • Previously uploaded documents move from Clio Documents to Box automatically 

Environment:

  • Clio Web App
  • Google Drive
  • Onedrive
  • Dropbox
  • Net Docs
  • Box

Additional Information:

n/a

Answer:

Prior documents uploaded into Clio will not automatically move into your Document integration. This is because the integration does not have access or permission to the documents stored in Clio that are not associated with the integration folder. If you would like to move the documents into the new document integration, you will need to manually move the documents over. 

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