How to Disconnect NetDocuments
Objective:
- Unlink Netdocs
- Unlink NetDocuments
- Disconnect NetDocs
- Disconnect NetDocuments
Environment:
Additional Information:
- These steps must be taken by a user with Administrator Permission
- Disconnecting or Unlinking from NetDocuments will remove all existing links to Contacts and Matters in Workspace view. If reconnecting NetDocuments to Clio, these links will need to be re-established manually. These steps should not be done for troubleshooting purposes if using Workspace view.
Procedure:
- Go to Settings in Clio
- Select Documents
- Click on Document Sources
- Click on Configure NetDocuments
- Click on Unlink Account