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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