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:
- Select Settings
- Select Documents
- Select Document Sources
- Select Configure Dropbox, OneDrive, Box, or Google Drive
- Select Enable Dropbox, OneDrive, Box, or Google Drive and wait 24 hours for the sync to complete