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How to Permanently Delete a Matter Folder on Dropbox?

Objective:

  • How to Permanently Remove a Matter Folder on Dropbox?
  • When I Delete a Duplicative Matter Folder in Dropbox, Clio Keeps on Recreating that Matter Folder

Environment:

  • Clio Manage
  • Dropbox

Additional Information:

  • To Learn How to Change the Matter Status on Clio Manage, click here

Cause:

Clio will create a Matter folder when the Primary Subscriber configures Dropbox to "Synchronize matters with a status of Open, Open and Pending, or All". 

Procedure:

  1. Click on Settings on the lefthand side in Clio Manage 
  2. Click on Documents 
  3. Click on Document Sources subtab 
  4. Click Configure Dropbox
  5. Under Synchronize matters with a status of select either Open or Open and Pending
    Screen_Shot_2021-01-13_at_7.39.09_AM.png
  6. Click Save Changes
  7. Find the Matter in Clio Manage 
  8. Click on Edit Matter
  9. Select a "Closed Date" to close the Matter
    Screen_Shot_2021-01-13_at_7.38.30_AM.png
  10. Save Matter 
  11. Go to the cloud-based Dropbox, and delete the Matter Folder 

Please note: Only the Primary Subscriber can change this Setting in Clio Manage.

 

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