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NetDocuments: Moving Existing NetDocument Files to the Clio Integration

Now that you've integrated your NetDocuments account with Clio, you will likely have documents that you would like to move from NetDocuments to Clio. While not automated, it is a fairly easy process.

Please note that if you have questions about NetDocuments and it's abilities/functions, you should contact NetDocuments directly. The following steps serve as a general guide to assist you in the process of moving documents into the Clio/NetDocuments integration. The steps shown are done from the web interface of NetDocuments and you may choose to move the folders over in a slightly different way.

  1. Open your NetDocuments account to view your folders. Once the integration is set up you will have a "Clio" folder as well as any existing folders/documents you have:netdocs1.png
  2. Within the Clio folder you will see that Clio has automatically set up sub-folders that match the sub-folders in your Clio/NetDocuments account. This is so that any documents placed in these sub-folders will be linked the appropriate client and matter.
  3. Now, go to a folder or document(s) in NetDocuments that you want to move to the Clio integration. In my example, I would like all the files in my Documents folder moved. (1)Select the items I wish to move (2) There is a box that appears to the right hand side click "Group options" and click "Move/Copy". netdocs2.png
  4. When you do so, you will be asked where the files are supposed to go.  Choose the Clio folder-appropriate client subfolder-appropriate matter. Select "Move" or "Copy". netdocs3.png
  5. Now when you look at the matter sub-folder in Clio, you will see the sub-folders/documents that you have moved over: 

Follow these steps for all items you would like to move into the Clio/NetDocuments integration.

What if I want to move over something that is not associated to a client or matter?

You can do this, simply move/copy the item from NetDocuments to Clio and the folder/documents will show up in your Clio/NetDocuments list and will not be attached to a client/matter.

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