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How to Add a New Document Category


  • 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

Additional Information: 

For more information on Document Categories, click here.


  1. Click Documents on the left side menu
  2. Click 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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