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Documents Not Syncing Between Box and Clio

Issue:

  • Clio document is not showing in Box

Environment:

  • Clio Manage

Cause:

The document has to be uploaded into the Box tab of Clio Documents

Answer:

Please make sure to upload the document into the Box (instead of Documents) tab in Clio.  That way the document will show up in Box.

If you're still having issues syncing, please contact Support.  

 

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