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How to Update a Document in Clio Manage

Objective:

  • Made changes in a Document and now Clio needs to reflect the changes
  • New version of a Document in Clio 

Environment:

  • Clio Manage

Additional Information:

If any changes are made to a Document in Clio, a new version will need to be uploaded for Clio to reflect these changes.

Procedure:

  1. Go to Documents (either from the main tab, or within the Matter)
  2. Under Action Column, click View on the Document you want to update
  3. In the popup that appears, click Add New Version 
  4. Select the updated Document
  5. Click Open 
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