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How to Turn on/off Document Preview

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 secureU.S.-based servers

Procedure:

  1. Navigate to Settings
  2. Choose Documents
  3. Click into Document Preview
  4. Click the box to Enable Box View
    • To turn off Document Preview: make sure the Enable Box View box is not checked off

 

 

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