Objective:
- Create a Document Folder Template
- Add the same Document Folders to every Matter
- Same set of Document Folders
Environment:
- Clio Manage
Additional Information:
- n/a
Procedure:
- On your desktop, create the set of subfolders
- Add a Dummy/Test file within each folder (this can be a empty/blank file)
- Select the Documents Tab on the left side panel of Clio
- Select the folder on your desktop, drag and drop into the Documents section
- Complete pop up box with "Matter" and "Category" information
- Click Upload documents