- I Do Not See the Option in the Netdocuments Subtab within the Documents Tab of the Matter to Connect My Contact or Matter.
- Clio Manage
NetDocuments is set to View by Folders in the configurations within Clio.
This is the panel you will see to connect your Contact and Matter to Netdocs:
If this Panel is not appearing, please follow these steps:
- Go to Settings
- Click Documents
- Click the Document Sources subtab
- Click Configure NetDocuments
- Ensure NetDocuments is connected
- Select the View by Workspaces option
- Ensure the correct Cabinet is selected in the Select NetDocuments Cabinet dropdown
- Click Save Changes
You should now see the Panel within your Matter's NetDocuments tab.