- Uploading a Folder to a client
- How to upload a folder to a Contact
- Clio Manage
Uploading entire Folders is only possible if using Google Chrome.
If you are using a browser other than Chrome, you can create a new folder in Clio then upload multiple files to that folder, per the file upload instructions below.
Once the Folder is uploaded to the Contact's Document tab, you can share the folder to the Contact using the steps found here
- Go to the Client page
- Click on the Document sub-tab
- Click the blue NEW button on the right
- Select Folder Upload
- Choose the file you would like to add, click Open
- Refresh your page to see the added Document