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How to Add a New Document Category


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


  • Clio Manage

Additional Information: 

  • For more information on Document Categories, click here


  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


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