KCS - 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 Web App
  • 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 View Details under document name
  3. In the Details panel, select Add New Version
  4. Follow prompts to Locate/Select the new file

 

 

 

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