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How to Upload a Document to a Matter

Objective:

  • Add a PDF to a File
  • Add a Document to a Matter

Environment:

  • Clio Web App
  • Documents

Additional Information:

n/a

Procedure:

  1. Go to the Matter 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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