How to Add a New Document Category

Objective:

• How do I create a category for Documents?
• Add custom Document Categories
• To determine how to add a Category to use when uploading Documents

Environment:

• Clio Manage

Additional Information: 

• For more information on Document Categories, click here

Procedure:

1. Click Documents on the left side menu
2. Click the Categories and Templates button at the top right
3. Navigate to the sub-tab Categories
4. Click the New Category button
5. Type the new custom Category into the Category Name field
6. Click Save