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:
- Go to the Client or the Matter page depending on where you would like to upload the folder to
- 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