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KCS - How to Send a Document to your Attorney

Objective:

  • How to Send a Picture to your Attorney

Environment:

  • Clio Web App
  • Clio Connect

Additional Information:

n/a

Procedure:

  1. Click on Documents in the top black bar
  2. Select the NEW button in the top right
  3. Click File Upload and choose the file you want to share
  4. Click Upload Document
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