To learn more about the Dropbox integration with Clio, click here. Next, select Get shareable link and the link of the file or folder is. Warning: Do not move or rename the Clio folder or any of its subfolders. Log in to your Dropbox account from the browser or the Dropbox desktop client. Client and Matter subfolders will be contained within the Clio folder.
Navigate to the correct file or folder in your computer’s file. Click Upload and select Upload files or Upload folder. Navigate to the folder where you’d like to save your file or folder. The initial sync between Clio and Dropbox can take up to 24 hours, but you will typically see information transfer within a few hours.Ī "Clio" folder will be created in your Dropbox. Sign in at Click All files in the left sidebar. You can choose if you want to create folders in Dropbox for your open matters, open and pending or all. From, either right-click on a folder or a file, then select the Get Link option. Now you can choose how you want your client matter folders to be created in Dropbox. You may be prompted to sign into Dropbox and authorize the integration. On the "Link Dropbox Account" screen, click the "Link Dropbox Account" button. Scroll down to the "Configure Dropbox" link under Available Document Sources. On the Documents settings screen, click the "Document Sources" sub-tab.
To connect your existing Dropbox account to Clio Manage, the Primary Subscriber or the Account Administrator must go to the Clio "Settings" panel and click on " Documents" in the System column.
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