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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

 

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