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Can I Create Document Folders Templates For Every New Matter?

Objective:

  • Create a Document Folder Template
  • Add the same Document Folders to every Matter
  • Same set of Document Folders

Environment:

  • Clio Manage

Additional Information:

  • Please note in order to successfully upload a folder into Clio Manage, the folder must contain at least one document, and if there are sub folders within the folder, these must also contain at least one document.

Procedure:

  1. On your desktop, create the set of subfolders
  2. Add a Dummy/Test file within each folder (this can be a empty/blank file)
  3. Select the Documents Tab on the left side panel of Clio
  4. Select the folder on your desktop, drag and drop into the Documents section
  5. Complete pop up box with "Matter" and "Category" information
  6. Click Upload documents
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