Objective:

• To generate a Document folder
• Make a Folder for a Matter

Environment:

• Clio Manage

Additional Information:

• There is no limit to the number of Folders, or Subfolders that can be created

Procedure:

1. Either:
   1. Click on the Documents tab or
   2. Click the Documents sub-tab within a Matter or Contact
2. Click the blue New button on the right of the screen
3. Click Create a new Folder
4. Add a folder name in the Folder name field
5. Optionally choose a Category
6. Click Create