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
- Clio Launcher is not Installing
- Can I Use Clio Launcher on a Remote Server?
- Are Users Notified if the Same Document Is Being Edited Simultaneously by Multiple Users Through Clio Launcher?
- Can I Click On The Document Name and Have the Document Opened via Clio Launcher?
- How to Check Clio Launcher Protocol in Windows?
- Why is Clio Launcher Already Showing as Installed?
Document Automation
- Custom Field Data is Not Appearing on an Automated Document
- Does Clio Have Legal Family Law Templates Built Into the Software?
- Can I Rotate a Document being Prepared for e-Sign?
- Nothing Happens When Clicking on Categories and Templates
- I'm an Elite User with Unlimited E-signature Requests, but When Logged into Hellosign, It Shows That I Only Have Three Signature Requests Available per Month. Why Is This?
- Why Is Hellosign Showing That I Only Have Three Signatures Available When I Have an Elite Clio Subscription?
Documents
- How to Share a Document Folder
- If I Share Document via Secure Link, Does My Client Need to Sign Up for Clio Connect in Order to View and Download It?
- Can I Revoke Sharing of a Document Sent for E-Signature in Clio Manage?
- Can I Add a Pay Button to Documents?
- How Do Contacts or Clients e-Sign Documents Sent to Them from Clio Manage?
- How to Edit Document Categories
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 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?
- Will Downgrading My Dropbox Subscription Affect Clio Manage Integration?
- How do I Download Dropbox Into my Computer?
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?
- How to Resync your Google Drive to Clio Manage
NetDocuments
- Why Can I Not View a NetDocs Path under this Contact's Matter?
- 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
- How to Disconnect NetDocuments