KCS - How to Add to the Document Categories List

Objective:

  • Add custom Document Categories
  • Select Invoice or Bill as a Document Category

Environment:

  • Clio Web app
  • Documents

Additional Information: Not applicable

Procedure:

  1. Click Documents from the black bar in Clio
  2. Navigate to the sub-tab Categories
  3. Click the green Add button
  4. Type in a 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