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How to Disconnect NetDocuments

Objective:

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

Environment:

  • 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.

Procedure:

  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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