To learn more about the Dropbox integration with Clio, click here. Warning: Do not move or rename the Clio folder or any of its subfolders. However, the next time you log back onto Windows 11, the Dropbox app will automatically start up again. You can right-click the Dropbox app icon on the taskbar and close it. Client and Matter subfolders will be contained within the Clio folder. When you install Dropbox on Windows 11, it automatically adds its icon on the taskbar. We put ours on a sheet called Cities, in range A2:A9. Click in the Source box, then select your list range. 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. On the Settings tab, in the Allow box, click List. You can choose if you want to create folders in Dropbox for your open matters, open and pending or all. If you have an AUR helper like Yay installed, enter the following command to install Dropbox. 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.
0 kommentar(er)
