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What Documents are Uploaded to Clio Through a Document Integration?

December 15, 2020 16:38

Objective:

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

Environment:

Clio Manage
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.