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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 Manage

Additional Information:

n/a

Procedure:

  1. View the Matter you want to add the Document to
  2. Click on the Document sub-tab in the top
  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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