Microsoft OneDrive
The following articles provide instructions on how to integrate your Clio documents with OneDrive for Business (Office 365).<br /><br />
For instructions on using Clio with <strong>Microsoft Office 365 Business or Enterprise</strong> (Contacts and Calendars), see our "<a href="https://support.goclio.com/hc/en-us/sections/202543737">Office 365 Business or Enterprise Sync</a>" articles.
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The OneDrive for Business integration is available to subscribers of our Boutique, and Elite plans. If you are interested in a demo of the OneDrive for Business integration, or if you are ready to upgrade you account, please contact us by email at <a href="mailto:sales.team@clio.com">sales.team@clio.com</a> or give us a call at 1-888-858-2546 (choose option #1).
Videos
Articles
- Can you send a OneDrive Link to Clients from Clio
- Can I Store Templates in OneDrive?
- Does Creating a Subfolder in Clio Automatically Sync to OneDrive?
- Do All Users Need to Connect Their Microsoft OneDrive to Clio?
- How Do I Reauthorize OneDrive Document Syncing?
- Clio Documents not Appearing in OneDrive 24hrs After Sync
- How To Move Files Or Folders Within Onedrive
- Will the OneDrive Integration Create New Matter Folders in OneDrive if I Already Have Matter Folders?
- Troubleshooting a OneDrive Syncing Issue
- Does Clio Have Permissions to Move Folders From OneDrive Into the Primary Clio Folder?
- Will Turning Off a OneDrive Sync Remove Synced Documents From Clio?
- How to Share Folders and Files From Onedrive?
- Some Contact Folders in OneDrive Have an ID Number in Brackets
- What Is the Number Added to the End of the Matter Name in OneDrive When the Matter Is Edited?
- Will I Still Be Able to Use the OneDrive Integration if the Clio Folder Isn't Shared With Me in OneDrive?
- Unable to Set up OneDrive Integration
- OneDrive Integration Removing Apostrophes
- OneDrive Setup Error: "sorry, but we're having trouble signing you in"
- How Often Does The OneDrive Sync Occur?
- Can I Rename the OneDrive Document Folder?
- How Do I Add Time to a OneDrive Document?
- Can I Connect Multiple OneDrive Accounts with Clio?
- Why is OneDrive Creating Folders for Closed Matters?
- Why Aren't My Documents from OneDrive Showing Up in Clio?
- Why Can't I See My Closed Matters in My OneDrive Integration?
- How To Show Closed Matters In OneDrive
- How Do I Set up Clio's OneDrive Integration?
- How Do I Disconnect Microsoft OneDrive From Clio?
- Video: How to Setup the Microsoft OneDrive Integration
- OneDrive For Business: Setting Up and Using the Integration