Fixing issues with the NetDocuments Clio Integration

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February 23, 2021

Years ago Clio built an integration with NetDocuments.  The main purpose is to push clients and matters created in Clio to NetDocuments. 

Recently I turned it on at a firm and was running into this error message.

Failed to create the Link.  You may not have sufficient permissions. 

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Finally with the help of NetDocuments Support, I was able to fix this.

In NetDocuments, Go to Admin –> Users and Groups.

Open up the Internal Users Group

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Check the Box next to Members are allowed to upload lookup tables.  This will allow any users to create new client and matter profile attributes.