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Google Drive: Moving Existing Google Drive Documents to the Clio Integration

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

  1. Open your Google Drive 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:

    Warning: Do not move or rename the Clio folder or any of its subfolders.

    googledrive1.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/Google Drive 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 Google Drive that you want to move to the Clio integration. In my example, I would like all the sub-folders in my Scott Archer documents moved. Select the items, click “More”, and click “Move to”. googledrive2.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:googledrive3.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/Dropbox integration. 

Moving Something Not Associated with a Client or Matter

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

Creating Documents from the Google Drive Integration in Clio

  1. Click the Matters tab.
  2. Click into an Open Matter or Pending Matter, depending how you setup Google Drive integration.
  3. Click the Documents tab and make sure you are in Google Drive.

  4. Create a New Document in Google Drive by clicking on the "Create" button or upload a document by clicking the "Add" button. The new Document is automatically associated with the specific Matter.