KCS - How to Upload a Folder to a Client

Objective:

  • Uploading a Folder to a client 
  • Folder
  • Documents
  • Import

Environment:

  • Clio Web App 
  • Documents 

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.

Procedure:

  1. Go to the Client page
  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