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Why am I not Seeing an Entry on the Firm Feed When A Document was Uploaded into Clio?

Objective:

  • No entry on the Firm Feed when uploading Documents into Clio through a Third Party Document Integration
  • Do not see an entry on the Firm Feed when uploading Documents into DropBox
  • Do not see any entry on the Firm Feed when uploading Documents into Google Drive
  • Do not see any entry on the Firm Feed when uploading Documents into Box
  • Do not see any entry on the Firm Feed when uploading Documents into Microsoft OneDrive
  • Do not see any entry on the Firm Feed when uploading Documents into NetDocuments 

Environment:

  • Clio Manage
  • DropBox
  • GoogleDrive
  • Box
  • Microsoft OneDrive
  • NetDocuments 

Additional Information:

For more information on Document Integrations please click here

If you upload a Document to Clio's Documents an entry will be created in the Firm Feed. For more information on how to upload Documents to Clio, please click here

Answer:

If you upload a Document using a Third Party Document Integration, you will not see a record of that file being uploaded onto the Firm Feed. This is because the file is not being saved directly into Clio, but to the Document Integration source.  

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