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