Clio Drive Access and Troubleshooting

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Change user access permissions

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.

  1. Go to the matter and click Edit matter.
  2. Under Permissions, make the appropriate selection.
  3. 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.

WindowsMac
  1. Go to the search bar on the bottom left of your desktop screen and type Control Panel.
  2. Under Programs, click Uninstall a Program.
  3. Find and click the Clio desktop app.
  4. Click Uninstall.
  5. Reinstall the Clio desktop app from the Documents tab in Clio Manage.

 

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.

 

Troubleshoot Clio desktop app

If you are having issues with Clio Drive or the Clio desktop app, you can troubleshoot with Clio's support team directly from the Clio desktop app.

  1. Open the Clio desktop app and select Drive.
  2. Click Settings (the gear icon) and select Support.
  3. Under Troubleshooting with our support agent, select one of the three options.
    • Send error log: If you select this option, an error log will be sent to Clio's support team.
    • Clear cache: If you select this option, the cache will be cleared.
    • View current log: If you select this option, you can view the error log data in real-time.

 

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