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.