KCS - How to Upload a Folder to a Client

Objective:

  • Uploading a Folder to a client 

Environment:

  • Clio Web App 
  • Documents 

Additional Information:

n/a

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

 

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