KCS - What Documents are Uploaded to Clio Through a Document Integration?

Objective:

  • Box
  • DropBox
  • Google Drive
  • Microsoft OneDrive
  • NetDocuments
  • Why isn't the document I put on my Document Integration showing in Clio?

Environment:

  • Clio Web App
  • Box
  • DropBox
  • Google Drive
  • Microsoft OneDrive
  • NetDocuments

Additional Information:

n/a

Answer:

Only Documents that you have uploaded to the 'Clio' folder in your 3rd party document source (which was created when you set up the integration) will be uploaded to Clio.

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