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.
- 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.
Enable Clio desktop app automatic updates
In your Clio desktop app settings, you can choose to enable automatic updates. Once enabled, updates for the app will automatically be downloaded and installed. New changes will be visible upon restarting the app, allowing you to keep your Clio desktop app up-to-date without having to manually install updates. You also have the option to disable automatic updates.
- Open the Clio desktop app and select Drive.
- Click Settings (the gear icon) and select Preferences.
- Turn on the toggle for Automatic updates.
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.
View Clio desktop app release notes
You can view a record of new features and improvements for each update to the Clio desktop app from within the app itself.
- Open the Clio desktop app and select Drive.
- Click Settings (the gear icon) and select About.
- Click Release notes.
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.
- Open the Clio desktop app and select Drive.
- Click Settings (the gear icon) and select Support.
- 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.
Quit Clio desktop app
If you do not need to temporarily use Clio Drive and do not want it running in the background, you can quite the Clio Desktop app. If you quit the Clio desktop app while files are still uploading, any files that have not been uploaded yet will not be saved.
- Open the Clio desktop app and select Drive.
- Click Settings (the gear icon) and select Quit.
- Confirm the action by selecting Quit.
