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
Procedure:
- Go to Settings in Clio
- Select Documents
- Click on Document Sources
- Click on Configure NetDocuments
- Click on Unlink Account