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How to Disconnect NetDocuments


  • Unlink Netdocs
  • Unlink NetDocuments
  • Disconnect NetDocs
  • Disconnect NetDocuments 


  • Clio Manage

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.


  1. Go to Settings in Clio
  2. Select Documents
  3. Click on Document Sources
  4. Click on Configure NetDocuments
  5. Click on Unlink Account
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