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KCS - Can I Have The Same Set of Document Folders Created For Every New Matter?

Objective:

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

Environment:

  • Clio Web App

Additional Information:

This is a Feature Request. 

Procedure:

  1. Create the set of sub-folders on your computer
  2. As empty folders cannot be uploaded to Clio, add a dummy/test file within each folder (this can be a blank file)
  3. Using Google Chrome as your browser, access the Documents tab of the relevant matter in Clio
  4. Select the folder set and drag into the Documents section
  5. Select Categories as needed within the Upload Documents window
  6. Click Upload documents
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