How to Add a Document Version

Objective:

• Update or create a new document version
• Edit a file version
• Make changes to a document I uploaded
• Replace a document
• Edit a merged document from template within a Matter

Environment:

• Clio Manage
• Documents

Additional Information:

This option is available on Full Access and Clio Connect accounts.

Procedure:

1. Navigate to Documents tab and locate document
2. Click on the View button under the Action column
3. Click on Add New Version
4. Follow prompts to Locate/Select the new file