KCS - How to Disconnect NetDocuments

Objective:

  • Unlink Netdocs

Environment:

  • Clio Web App

Additional Information:

These steps must be taken by a user with Administrator Permission

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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