Clio Manage Documents
The following sections and articles provide instructions for working with Clio's built-in document storage and sharing solution.
Videos
Clio Launcher
- Error: Waiting for the Api.segment.io Message Appears When Installing Clio Launcher
- Issue: Special Symbols Included in Document Titles Are Replaced by a Hex When Opened Through Clio Launcher
- What Format Do Google Docs Need to be in to Utilize Clio Launcher?
- Error: System.Componentmodel.Win32exception: The Specified Executable Is Not a Valid Application for This Os Platform.
- Error: 'Cannot Edit This Document Because This Selection Is Locked' When Opening Word Document Within Clio Launcher to Edit
- Using Clio Launcher With Firefox
Document Automation
- What Is The Maximum Length For A Document Template Title?
- Is There a Merge Field That can Pull a Contacts Information That is not Related to the Matter?
- Which Document Automation Integrations Are Available for CA Servers?
- Is There a HelloSign Document Size Limit?
- Why Is Some Contact Information Not Appearing In Finished Documents When Using Document Automation?
- Can I Delete Unused Standard Merge Fields?
Documents
- ★ File Type Not Supported or Damaged Error When Opening File in Clio Documents
- How Do I Reset the Blue Clio Launcher Icon/Button Back to Grey?
- Can E-signature Fields Be Entered into Document Templates in Clio Manage?
- Can I Upload The Same Document to Several Matters in Clio Manage?
- Why Do I Only Have the Option to Generate a Document from a Template as a PDF File?
- Is it Possible to Create a Document Message Template When Sharing Documents via Email With Secure Link?
Box
- Can You Use Document Automation with Box?
- Documents Not Syncing Between Box and Clio
- How do I Contact Box Customer Support?
- How Often Does the Box Sync Occur?
- Will Clio's Box Integration be Impacted When Box Discontinues WebDav Support?
- How Do I Share the Clio Folder in Box?
Dropbox
- How Do I Move a Clio Folder from one Dropbox Account to Another?
- Is it Possible to Create a Folder in Dropbox From Within Clio?
- How to Permanently Delete a Matter Folder on Dropbox?
- When a Document is Deleted from DropBox can Clio Store a Copy of It?
- How Do I Share the Clio Folder in Dropbox?
- Is There a Way to Directly Move Documents from Dropbox into Clio if I Want to Close My Dropbox Account?
Google Drive
- Can I Change Where the Clio File Is Located in Google Drive?
- Issue: Your Google Drive Authentication has expired. Reauthorize account
- Can I Upload Files from Google Sheets into Clio?
- Can I Use a Google Drive Link to Add a Link for the Signature in Jpeg into Clio Manage?
- Google Drive Documents Not Syncing With Clio
- Can I Upload Files From Google Drive/OneDrive/Box/Dropbox into Clio?
NetDocuments
- Why Can I Not View a NetDocs Path under this Contact's Matter?
- If I Delete a Matter in Clio, Will Documents Get Deleted in NetDocuments?
- How is a Matter Linked to a Client in NetDocs?
- Unable to Relink NetDocuments Integration as Existing Document Source
- How to Drag and Drop Using NetDocuments in Clio Manage?
- Updated Matter Number Does Not Show Changes in Netdocs Folder