- Add custom Document Categories
- Select Invoice or Bill as a Document Category
- To determine how to add a Category to use when uploading Documents
- How do I create a category for Documents?
- Clio Manage
For more information on Document Categories, click here.
- Click Documents on the left side menu
- Navigate to the sub-tab Categories
- Click the green Add button
- Type the new custom Category into the Name field
- Click Save