KCS - Can I Exclude Specific Matters From Document Integrations in DropBox?

Objective:

  • Every time I create a matter in Clio, DropBox automatically creates a folder in DropBox by default. Can I switch that off?

Environment:

  • Clio Web App

Additional Information:

You can choose how you want your client matter folders to be created in Dropbox.  You can choose if you want to create folders in Dropbox for your Open Matters, Open and Pending or All. This would be the workaround to select specific matters to create folders in DropBox. Refer here for additional information on Setting Up DropBox

Answer:

No, there is no way to selectively choose which Matters create folders in DropBox; every time a Matter is created in Clio, a folder is automatically created in DropBox by default. 

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