Objective:
- How to create a Client / Matter in NetDocuments from the Documents tab in Clio
- How to link a Client / Matter in NetDocuments from the Documents tab in Clio
- How to push a Client / Matter from Clio to NetDocuments
Environment:
- Clio Manage
Additional Information:
- For information on setting up the NetDocuments integration, click here
- For details on how to configure the workspace attributes in NetDocuments, click here
Procedure:
Once the NetDocuments integration has been set up:
- Navigate to the Matter that you wish to link
- Select the Documents tab
- Select NetDocuments (if the tab is not already selected)
- Under "Link Contact," either search for and select an existing contact in NetDocuments, or click Create a new Client in NetDocuments
- Under "Link Matter," either search for and select an existing matter in NetDocuments, or click Create a new Matter in NetDocuments