KCS - How do I Set up Document Integrations to Sync Only Matters With a Specific Status?

Objective:

  • Configure Dropbox to sync with Open, pending, and closed Matters

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Click Settings
  2. Click Documents
  3. Go to the Document Sources subtab
  4. Click "Configure" beside the desired Integration
  5. Open the "Synchronize Matters With a Status of" drop-down menu
  6. Choose either Open, Open and Pending or All

 

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