Clio’s new integration with Microsoft’s Office 365 for Business is exciting. With this integration, you can sync Calendars, Contacts, and Tasks with Outlook quickly and easily.
More important to me, you can finally edit Word documents in Clio!
The key to this editing is that Microsoft has built a cloud infrastructure behind their newest Office. You can easily edit any Word document stored in Microsoft’s OneDrive (a product like Dropbox). Files stored in OneDrive can be accessed locally from your hard drive, and from cloud-stored versions. What makes this unique is that you can edit the document in either Microsoft’s tablet apps, online editor, or your local Word software. Changes made in any of those methods of accessing the document will show up in the other – and all of those changes will show up in Clio!
Let’s show this in action.
First, you need to connect Clio to your Office 365 for Business account. I recommend setting Microsoft OneDrive as your default document storage too.
Now, any document you store in OneDrive, whether created locally or uploaded online, will show up in your Matters in Clio.
Now, here comes my favorite part. When you click on that document, Clio opens your OneDrive account. This gives you direct access to the file and a few options. You can choose to edit the document using Word’s online version. You can also choose to open the document directly in Word, while still saving the changes to your online version. This is a huge improvement over having to save it locally and then upload it when you are done.
Here’s what that looks like once you click the file in OneDrive. You can see that I have the option to open the document online or in my installation of Word.
And here’s how you can tell I’m working on the online version the document in my local installation of Word; note how the Save button is different, representing the sync to the online version.
I hit Save, and my document uploads to Clio, via OneDrive, automatically. I can even see changes being made by colleagues to online version. How cool is that?