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. These steps should not be done for troubleshooting purposes if using Workspace view.

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