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Document: Document Preview

Clio has partnered with Box to allow you to preview documents in both Clio and Clio Connect. Any document that is a .PDF, .DOC, .DOCX, .PPT or .PPTX, file type can be previewed by clicking on the "Preview" quick link from the Documents tab or within the Documents area of your Contacts and Matters.


The document will then display in the viewer.

Disable/Enable Document Preview

Should you want to disable or re-enable the document preview option, an Administrator on the Clio account can go to the Settings panel and click on "Documents", then "Document Preview". Under the "Box View" heading, check the "Enable Box View" checkbox and click the "Update" button to use this feature. 

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