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Why Can't I Link a Contact/Matter to NetDocs?

Question:

  • I Do Not See the Option in the Netdocuments Subtab within the Documents Tab of the Matter to Connect My Contact or Matter.

Environment:

  • Clio Manage

Additional Information:

Cause:

NetDocuments is set to View by Folders in the configurations within Clio.

Answer:

This is the panel you will see to connect your Contact and Matter to Netdocs:
image__8_.png

If this Panel is not appearing, please follow these steps:

  1. Go to Settings
  2. Click Documents
  3. Click the Document Sources subtab
  4. Click Configure NetDocuments
  5. Ensure NetDocuments is connected
  6. Select the View by Workspaces option
  7. Ensure the correct Cabinet is selected in the Select NetDocuments Cabinet dropdown
  8. Click Save Changes

You should now see the Panel within your Matter's NetDocuments tab.

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