How to Add to the Document Categories List


  • 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 Web app

Additional Information: 



  1. Click Documents from the black bar in Clio
  2. Navigate to the sub-tab Categories
  3. Click the green Add button
  4. Type the new custom Category into the Name field
  5. Click Save


Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality