artsvur.blogg.se - How to use onedrive for business

To find your OneDrive documents in Clio, go to the main "Documents" tab or the Documents sub-tab of a Contact or Matter. Warning: Do not move or rename the Clio folder or any of its subfolders.Īccessing Files in OneDrive for Business through Clio All of the folders and files that you want to be able to access in Clio will have to be added to that "Clio" folder.

Within the Clio folder will be folders for each of your Contacts and applicable Matters. Now that you have connected Clio to your OneDrive for Business account, you will see a "Clio" folder in OneDrive.

Synchronize Matters with a status of: Click this dropdown to specify what type of Matters you want to sync: "Open," "Open and Pending" or "All."Ĭlick the "Save Changes" button to complete the setup.

Make Microsoft OneDrive the default document source: Check this box to view your OneDrive documents by default whenever you go to the main "Documents" tab or sub-tab of your Matters and Contacts.

Once you receive the account sync confirmation, you have 2 setup options available: You will now be prompted to log in to your OneDrive account if you have not already done so. Scroll down the page until you get to the "Microsoft OneDrive for Business".

Under Authorized Apps, click on the "Microsft" sub-tab. In the "Personal" column, click on the "Apps" link. In another tab, open Clio and navigate to the Settings panel. In one tab, log in to your OneDrive or Office 365 Business account. If you would like to collaborate on documents and files in OneDrive and Clio, you will have to share the "Clio" folder in OneDrive with other members of your OneDrive/Office 365 organization. Please note: only one administrator on your Clio account can connect OneDrive to Clio. Sharing Documents and Folders in OneDrive for Business Outside of Clio

To use this integration, you either need to have a standalone OneDrive for Business account, or be a member of an Office 365 Business or Office 365 Enterprise account.Īs there are numerous options for subscribing to OneDrive for Business through Microsoft, the images in this article are specifically focused on accessing OneDrive via Office 365 Business.Ĭonnect your Clio Account to your OneDrive for Business AccountĪccessing Files in OneDrive for Business through Clio Clio's integration with Microsoft OneDrive allows you to access and edit your Office 365 documents and files through Clio.