KCS - How to Add to the Document Categories List


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


  • Clio Web app
  • Documents

Additional Information: Not applicable


  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


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