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Something Went Wrong When Settings Up OneDrive Integration

Issue:

  • An error occurs when setting up one Drive Integration. 

Environment:

  • Clio Manage

Additional Information:

  • Clio Manage
  • Google Drive
  • OneDrive
  • DropBox
  • Box

Please do not rename or move the Clio folder within your Document integration. The location and name of the folder is the source of mapping your integration with Clio.

NOTE: It can take up to 24 hours for the integration to fully re-synchronize

Cause:

Could be caused by one of 4 things:

  • When adding a special character in the file name 
  • The document template name exceeds 100 characters
  • The format of the header
  • There are field codes in the Word document that were left blank

Resolution:

Please try the following:

  1. Go on an Incognito page
  2. Disconnect/Reconnect Document Source
    • Navigate to Settings > Documents > Document Sources
  3. If none of the above work, please contact Support.
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