Objective:
- Add a PDF to a File
- Add a Document to a Matter
Environment:
- Clio Web App
- Documents
Additional Information:
n/a
Procedure:
- Go to the Matter page
- Click on the Document sub-tab
- Click the blue NEW button on the right
- Select File Upload
- Choose the file you would like to add, click Open
- Refresh your page to see the added Document