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:
- Navigate to Documents tab and locate document
- Click on the View button under the Action column
- Click on Add New Version
- Follow prompts to Locate/Select the new file