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OneDrive for Business: Moving Existing OneDrive Documents to the Clio Integration

The OneDrive for Business sync is available to subscribers of our Loyalty, Boutique, and Elite plans.

You can upgrade to the Boutique or Elite plan in the app, or if you’re interested in seeing how this feature can work for your law firm feel free to contact us by email or give us a call at 1-888-858-2546 (choose option #1).

This article will walk you through the general process of moving documents into your Microsoft OneDrive for Business integration. 

For instructions on how to set up and use the OneDrive for Business integration, click HERE

Once you have connected OneDrive to your Clio account, a "Clio" folder will be created in your OneDrive account.  

To view your existing OneDrive for Business documents and files in Clio, you will have to move them to that "Clio" folder.

Contents

Associating Files and Folders in OneDrive for Business to Clio Contacts and Matters
Associating Files and Folders in OneDrive for Business with Standalone Folders in Clio

Associating Files and Folders in OneDrive for Business to Clio Contacts and Matters

In OneDrive, navigate to the folders or files that you want to move then click on the files or folders to highlight them.
Click the "More" menu button and select "Move or Copy".

In the "Move" window, open the "Clio" folder, then a Contact folder, and optionally a Matter folder. When you move
folder(s) or file(s) to a Contact folder, you will be able to access those files from the Contact card in Clio. Similarly, when
you move folder(s) or file(s) to a Matter folder, you will be able to access those files from the Matter in Clio.

In this example, the "Letters" folder has been moved to a Clio Matter folder in OneDrive for Business and is now available for viewing in Clio.

Associating Files and Folders in OneDrive for Business with Standalone Folders in Clio

If you want to be able to access OneDrive files in Clio that should not be associated with a Contact or Matter, you can
create a standalone folder within the "Clio" folder (i.e. for administrative files). Standalone folders added to the "Clio"
folder can be accessed in Clio from the main "Documents" tab.