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How to Add a Document Version


  • 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


  • Clio Manage
  • Documents

Additional Information:

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


  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




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