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How to Upload a Document to a Matter


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


  • Clio Manage

Additional Information:



  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 Upload Files
  5. Choose the file you would like to add, click Open
  6. Refresh your page to see the added Document


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