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Do I Need to Reset the Document Source if the Primary Subscriber Has Changed?

Objective:

  • Does a new Primary Subscriber need to setup the document source? 
  • If the Primary Subscriber has been changed on an account does the Document Source need to be setup again? 

Environment:

  • Clio Manage

Additional Information:

Answer:

Yes, the new Primary Subscriber will need to reset up the Document Source. 

 

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