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Why Can I Not View a NetDocs Path under this Contact's Matter?

Question:

  • Unable to view Current Path
  • No Documents Showing under Matter

Environment:

  • Clio Manage
  • NetDocuments

Additional Information:

  • n/a

Answer:

When a Matter is Created under a certain Contact and if that same Matter is assigned to another Contact in Clio.  Then that Matter Folder must be moved within NetDocuments (to the new Contact assignee) in order to maintain the correct Documents folder path in Clio.

 

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