KCS - User Cannot Save a Document from Microsoft Word Directly into Clio folder in OneDrive

Issue:

  • I can see the Clio folder when logged into my OneDrive account, but I can't find it when attempting to save a document to it from Microsoft Word.
  • Shared Clio folder doesn't appear when attempting to save from Microsoft Office

Environment:

  • Clio Web App
  • Microsoft OneDrive

Additional Information:

This will only affect OneDrive Users that do not own the 'Clio' folder. If the 'Clio' folder has been shared with the User, they will not be able to save a file from Microsoft Word directly into the shared folder.

Cause:

Microsoft Office will not allow a User to save a file directly into a folder that has not been synced to the Users hard drive using the OneDrive Desktop sync.

Resolution:

  1. Sync the shared 'Clio' folder to the local drive before attempting to save the file directly into the folder from Microsoft Office

 

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