KCS - Why Are My Dropbox Folders Showing Under the Clio Contact But Not The Matter

Objective:

  • Dropbox Folder Showing In Clio's Main Document Tab, But Not The Matter

Environment:

  • Clio Web App
  • Dropbox

Additional Information:

Dropbox and Clio have multiple folder levels, they will be shown here. The similar fonts correspond to the same level where the documents will show up when they are saved.

Clio>Name of Client>Clients Matter

Documents>Client>Matter

Answer:

You will need to add the Dropbox Folder into Dropbox Matter Folder for it to show up in Clio's Matter.

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