Activate Clio and sync contacts.
Overview
The "Activate Clio Integration" guide explains how to enable and connect the Clio integration within Smarter Drafter. This integration allows users to sync Clio contacts, improving workflow efficiency and document automation.
Learning Outcomes
By using this guide, you will learn how to:
- Enable the Clio integration in Smarter Drafter.
- Sign in to Clio and authorise the connection.
- Sync Clio contacts with Smarter Drafter for seamless data access.