KCS - How to Upload a Document to a Client

Objective:

  • Attach a Document to a Client File

Environment:

  • Clio Web App
  • Documents

Additional Information:

n/a

Procedure:

  1. Go to the Client page
  2. Click on the Document sub-tab
  3. Click the blue NEW button on the right
  4. Select File Upload
  5. Choose the file you would like to add, click Open
  6. Refresh your page to see the added Document

 

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