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During Grow to Manage Matter Export where are the Documents filed if I use a Document integration?

Objective:

  • When I Export Documents to Document Integration During Grow to Manage Matter Export will the Documents be filed to the Document Integration Tab in Clio?

Environment:

  • Clio Manage
  • Clio Grow

Additional Information:

  • n/a

Answer:

Documents from Grow will be exported into the Clio Documents folder and NOT the Document Integration folder. If you would like to move the Documents into the Document Integration, you will need to manually move the Documents over.

Please contact support at support@clio.com  to submit a feature request. 

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