Objective:
- User would like to preview a Document in Clio without having to Download it
- User would like to turn off the ability to preview documents in Clio
- Preview documents in Clio
Environment:
- Clio Manage
Additional Information:
Document Preview uses Box View. Once you enable Box View, you are giving permission for Clio to temporarily store a copy of any previewed document on Box’s secure, U.S.-based servers
Procedure:
- Navigate to Settings
- Choose Documents
- Click into Document Preview
- Click the box to Enable Box View
- To turn off Document Preview: make sure the Enable Box View box is not checked off