Learn how legal professionals use technology to adapt to consumer expectations in the 2021 Legal Trends Report

How to Upload a Folder to a Client or Matter

Objective:

  • Uploading a Folder to a Client 
  • Uploading a Folder to a Matter 
  • How to upload a folder to a Contact
  • Folder
  • Documents
  • Import

Environment:

  • Clio Manage 

Additional Information:

  • 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 or Matters Document tab, you can share the folder to the Contact using the steps found here 

Procedure:

  1. Go to the Client or the Matter page depending on where you would like to upload the folder to
  2. Click on the Document sub-tab
  3. Click the blue NEW button on the right
  4. Select Folder Upload
  5. Choose the file you would like to add, click Open
  6. Refresh your page to see the added Document

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality