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
Document Automation
- How to Use Equations in Document Automation
- Is it Possible to Choose Where a Document Created from a Template is Saved?
- Can I Shorten Merge Fields for Document Automation?
- Document Automation: Editing Existing Templates
- What is a Merge Field
- Can I Rename a Document Template?
Microsoft OneDrive
- Am I able to Connect a OneDrive SharePoint Account as a Document Source?
- Some Contact Folders in OneDrive Have an ID Number in Brackets
- Video: How to Setup the Microsoft OneDrive Integration
- OneDrive for Business: Setting Up and Using the Integration
- OneDrive for Business: Moving Existing OneDrive Documents to the Clio Integration
Documents
- Unable To Upload Documents From OneDrive Folder (Something Went Wrong)
- How do I See who a Document or Folder was Shared to
- Can E-Signature Documents Be Signed On A Mobile Device?
- How to add a Label to a Document?
- Why is my Email Document for Signing Showing my Name Uncapitalized from the Client's Perspective?
- Why are EML Files in documents Showing the Author as Administrator or Primary Subscriber?
Box
Dropbox
Google Drive
NetDocuments
- How to Disconnect NetDocuments
- Video: NetDocuments
- NetDocuments: Setup
- NetDocuments: Setting up your Folder View
- NetDocuments: Setting up your Workspace View
- NetDocuments: How to use the Integration