Objective:
- ...
Environment:
- Clio Manage
Additional Information:
For details on how to configure the attributes in NetDocuments, refer to the following:
NetDocuments: Setting up your Workspace View
Procedure:
- Set up the NetDocuments integration, selecting Workspace View
- Access 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