Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

How to Add to the Document Categories List

Objective:

  • 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?

Environment:

  • Clio Web app

Additional Information: 

N/A

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 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