User access
Access to documents and folders in Clio Drive is affected by matter permissions. You only have access to contacts and matters that you have permission to view in the Clio Manage web app. A deactivated user will still have access to synced folders and documents in Clio Drive; however, the user will be denied permission to modify or open folders. You can change matter permissions when creating or editing a matter.
- Go to the matter and click Edit matter.
- Under Permissions, make the appropriate selection.
- Click Save matter.
Note: If your Clio Drive documents are opening in protected mode, remember to approve Clio Drive as a trusted location in your computer’s settings.
Can’t find a file in Clio Drive? Only files opened in the last 12 months will be visible in Clio Drive. The files will still be visible in the Clio Manage web app.
Uninstall and reinstall Clio desktop app
If your synced folders and files are not visible in Clio Drive, and you already tried the steps listed here, you may need to uninstall and reinstall the Clio desktop app. The steps vary depending on whether you are using Clio Drive on a Windows or mac.
- Go to the search bar on the bottom left of your desktop screen and type Control Panel.
- Under Programs, click Uninstall a Program.
- Find and click the Clio desktop app.
- Click Uninstall.
- Reinstall the Clio desktop app from the Documents tab in Clio Manage.
- Open the Clio desktop app and select Drive.
- Click Settings (the gear icon) and select Quit.
- Go to Finder > Applications.
- Right-click Clio desktop and click Move to Trash.
- Go to your computer’s Trash, right-click Trash, and select Empty Trash.
- Reinstall the Clio desktop app from the Documents tab in Clio Manage.
Tip: If you can’t find the Clio desktop app in Applications, search for the app in your mac’s desktop Spotlight search. To do so, press and hold the command key while double-clicking the Clio desktop app icon.
Start Clio desktop app on startup
In your Clio desktop app settings, you can choose to automatically start the Clio desktop app and Clio Drive on system startup. Once enabled, Clio Drive will automatically launch when your computer starts, allowing you easier and quicker access to Clio Drive and your documents.
Note: When this feature is enabled, the Clio desktop app will automatically open and run in the background when your device starts up.
- Open the Clio desktop app and select Drive.
- Click Settings (the gear icon) and select Preferences.
- Turn on the toggle for Start Clio desktop app on system startup.
Security
Clio Drive provides the same level of security as the Clio Manage web app. For additional protection, lock your computer with a user password. Clio Drive itself cannot be password protected.
Note: Clio Drive will automatically disconnect when you restart or turn off your computer.
