The 2020 Legal Trends Report is now available. Get the latest insights here.

NetDocuments Error: "Failed to Create the Link. You May Not Have Sufficient Permissions." When Creating Linking Contact or Matter From Clio

Issue:

  • Not able to create a Contact in NetDocuments from Clio Documents sub-tab. Receiving error message to check permissions. -- "Failed to create the link. You may not have sufficient permissions."
  • Netdocs 

Environment:

  • Clio Manage
  • NetDocuments

Additional Information:

  • n/a

Cause:

  • This refers to the Workspace permissions within NetDocuments not allowing a User to edit/create within the Clio Workspace (they may only have viewing permissions).
  • As a single NetDocuments account contains individual users (similar to Clio), the permissions will have to be changed to allow them to edit/create within the Clio Workspace on NetDocuments.
  • Please note that only the User that set up the NetDocs sync with Clio will be able to do the following steps to resolve this error.

Resolution:

Permissions for the user will need to be modified in NetDocuments in order for that user to be able to link Matters or Contacts in Clio to NetDocuments. 

  1. Go to NetDocuments
  2. Click on the workspace to open
  3. Click Workspace Options
  4. Click Modify Access in the dropdown
  5. Click correct Workspace and click Modify Access again
  6. A window will appear with access settings

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality