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Can I Edit Dropbox Documents Directly in Clio Manage?

Objective:

  • Can I Edit Documents in Clio Manage if they are Stored in a Document Integration?
  • Can I Modify Dropbox Files in Clio Manage?
  • Can I Change Dropbox Documents in Clio Manage?

Environment:

  • Clio Manage
  • Dropbox

Additional Information:

  • To Learn How to Use the Dropbox Integration, click here

Answer:

No, Clio links to these documents through a document integration pathway. Clio does not store the files.

To edit a Dropbox Document, you can either go to the file directly on Dropbox or use Clio's pathway to locate the file for editing.  

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