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How to Download Documents

Objective:

  • Batch Download Document
  • Download a single file
  • Download Files in Bulk
  • Download more than one File at the same time
  • Save a Document or File

Environment:

  • Clio Manage

Additional Information:

  • You can also click on the file name to download a single file
  • When downloading multiple files, there is a size restriction of 250MB per folder and 5GB for individual files
  • Folders larger than 250MB must have the content within downloaded individually
  • Downloading multiple files or folders will save them into a Zip file
  • Unless you have your browser settings configured to prompt you to select the download location, the files will be saved to the default download location (often your "Downloads" folder)
  • To Learn How to Find Your Default Download Location, click here

Procedure:

  1. Go to the Documents page or tab for a specific Contact or Matter
  2. Check the box to the left of each file or folder that you wish to download (or choose Select All)
  3. Select Download from the "Actions" menu at the top of the list
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