Clio Drive Settings, Security, 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.

 

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.

Note: You cannot enable automatic updates or manually install new updates if you are using a Mac with an iOS older than 10.15 Catalina. Learn more about Clio Drive system requirements here.

  1. Open the Clio desktop app and select Drive.
  2. Click Settings (the gear icon) and select Preferences.
  3. Turn on the toggle for Automatic updates.

 

Complete Clio Drive SSL certificate prompt (Mac users only)

If you are using a Mac to access Clio Drive, you may be prompted with an SSL certificate prompt from Clio and your Mac after you install the app for the first time or update Clio Drive. Once you complete the prompt process, your device will recognize the certificate, and you will no longer need to take action on any prompts from your Mac related to the connection with Clio Drive. If you saw the prompts but canceled the process, see the directions in the second accordion below ("If you canceled the certification prompt").

Initial prompt after installing or updating Clio Drive
  1. After installing or updating Clio Drive, click Dismiss on the initial prompt. 
  2. Click Show certificate
  3. Check the box for Always trust Clio Drive and then click Continue.
  4. Enter your Mac's password and then click Update settings.
  5. If the initial prompt appears again after you have already trusted Clio Drive, check the box for Don't show this again.
If you canceled the certification prompt
  1. Open the Clio desktop app and select Drive.
  2. Toggle Drive off and then on. This will cause the initial prompt to appear.
  3. Click Dismiss on the initial prompt. 
  4. Click Show certificate
  5. Check the box for Always trust Clio Drive and then click Continue.
  6. Enter your Mac's password and then click Update settings.
  7. If the initial prompt appears again after you have already trusted Clio Drive, check the box for Don't show this again.

 

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.

  1. Open the Clio desktop app and select Drive.
  2. Click Settings (the gear icon) and select Preferences.
  3. 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.

  1. Open the Clio desktop app and select Drive.
  2. Click Settings (the gear icon) and select About.
  3. 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.

  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.

 

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.

  1. Open the Clio desktop app and select Drive.
  2. Click Settings (the gear icon) and select Quit.
  3. Confirm the action by selecting Quit.

 

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