San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

How to Create a Folder

Objective:

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

Environment:

  • Web app

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
    2. Click the Documents subtab within a Matter
  2. Click the blue New button on the right of the screen
  3. Click Folder

 

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