KCS - How to Link a Client and Matter from Clio with Netdocuments in Workspace View

Objective:

  • ...

Environment:

  • Clio Web App

Additional Information:

For details on how to configure the attributes in NetDocuments, refer to the following:
NetDocuments: Setting up your Workspace View

Procedure:

  1. Set up the NetDocuments integration, selecting Workspace View 
  2. Access the Matter that you wish to link
  3. Select the Documents tab
  4. Select NetDocuments (if the tab is not already selected)
  5. Under "Link Contact," either search for and select an existing contact in NetDocuments, or click Create a new Client in NetDocuments
  6. Under "Link Matter," either search for and select an existing matter in NetDocuments, or click Create a new Matter in NetDocuments
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