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Can you Preview Documents in Clio Without Having to Download them First?

March 11, 2019 21:21

Objective:

User would like to preview Documents without having to download them first
Wants access to Document Preview 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 secure, U.S.-based servers

Answer:

Yes, it is possible. To enable Document Preview, see here