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Can I Rename the Matter Folder in the Dropbox Integration

Objective:

  • Rename Contact Folder in Dropbox Integration
  • Rename the Clio Folder
  • Change Document Source/Path Name in Dropbox

Environment:

  • Clio Manage
  • Dropbox

Additional Information:

  • To Learn How Often Clio Syncs with Dropbox, click here

Answer:

No, you should not rename the Clio folder, Client folder, or Matter folders in Dropbox to avoid linking issues as Clio's integration looks for the exact pathway of these folders to find documents. 

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