KCS - How to Turn on Document Preview

Objective:

  • User would like to preview Document in Clio without having to Download it 
  • Preview documents in Clio

Environment:

  • Clio Web App

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

 

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