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
Once they have downloaded, your files will appear in File Explorer in the left-hand panel under the heading "University of North Carolina at Chapel Hill." Files in this location that you edit will be updated in OneDrive, and new files you move to this location will be uploaded to OneDrive.Clio's integration with Microsoft OneDrive allows you to access and edit your Office 365 documents and files through Clio. From there, you can also click More to manage your sync settings. You can view your sync progress by clicking the OneDrive icon in your system tray, in the bottom right corner of your screen. You should get a notification saying "You are now syncing (name of folder)."ĭepending on the size of the folder, it may take some time for all files to download. In the pop-up that appears, click Open Microsoft OneDrive.
Navigate to the folder you want to sync to your computer in either OneDrive, Sharepoint, or Teams.Ĭlick the Sync button at the top of the page. If you're using Windows 10, OneDrive for Desktop should be pre-installed on your computer, but if you have an older version of Windows you can click here to install it.
0 kommentar(er)
