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How to Connect a Document Source

Objective:

  • Connecting and syncing Dropbox / Google Drive / OneDrive / Box
  • How to setup Document Integrations
  • How do I sync OneDrive to Clio
  • How do I sync Dropbox to Clio
  • How do I sync Box to Clio

Environment:

  • Clio Manage 
  • Dropbox, Google Drive, OneDrive, Box

Additional Information:

  • Wait 24 hours for the sync to complete 

Procedure:

  1. Select Settings 
  2. Select Documents
  3. Select Document Sources 
  4. Select Configure Dropbox, OneDrive, Box, or Google Drive  
  5. Select Enable Dropbox, OneDrive, Box, or Google Drive and wait 24 hours for the sync to complete 
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