KCS - How to Connect a Document Source

Objective:

  • Connecting and syncing Dropbox / Google Drive / OneDrive / Box
  • How to setup Document Integrations

Environment:

  • Clio Web App 
  • 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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