What about Permissions? In Clio, if you block a matter from individuals they are unable to see the documents in that matter.
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How do I move my existing documents from Dropbox into Clio?Ĭlick here for full instructions and a video on how to move documents from Dropbox to Clio. In order to move your existing Clio Documents into Clio/Dropbox, you would have to download each file individually to your computer and re-upload them into the dropbox tab in Clio. You would have to upload the documents into the Clio/Dropbox interface, or directly into Dropbox. No, at this time documents are not automatically copied over. Will all my documents that are currently in Clio move over to the Clio/Dropbox folder? Only one Dropbox account can be connected to Clio, but by sharing the Clio folder on the Dropbox side, you can let multiple Dropbox accounts access the files. If you want to connect more than one Dropbox account to Clio, you will have to share the Clio folder in Dropbox. To edit the full Document, either click on the name of the file to download it and edit it locally, or visit Dropbox directly to edit the file.Ĭan I connect more than one Dropbox account to Clio? This will allow the edit of the Filename. Visiting a Dropbox Folder with Documents you will see an Edit link beneath. Simply drag and drop your Dropbox Documents into the created folder structure to ensure they are visible in Clio and Dropbox. This will first follow a main Clio folder, and inside are Contact folders, and inside of those are Matter folders. On the Dropbox side you will see the Clio Document folder structure created for you. When you create a new Matter in Clio it will create a folder in for you, named after your Client.ĭo I need to do anything on the Dropbox side to set up the integration? When you look at Dropbox you will see your Clio folder there: When you go to a matter in Clio and the Document Tab, you will see Matter-specific documents: When you go to the Documents tab in Clio you will see all the documents across all your matters: The integration with Dropbox not only adds the ability to create and use subfolders, but it allows you to use the Dropbox interface to add and organize your documents easily. While signed into your Clio account, you have the same abilities as you did before - to download, add comments to, and upload different versions of documents. The ability to manage your documents is at your fingertips by using a account and an amazingly easy to setup an integration with Clio!īefore you can use the integration, you must set it up.
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