KCS - Can I Upload Documents to Clio Through Fujitsu Scansnap Without Including a Matter?

Objective:

  • Upload Documents to Clio that are not associated with a Matter using Fujitsu Scansnap

Environment:

  • Clio Web App
  • Fujitsu Scansnap

Additional Information:

One option would be to create an new Dcoument only Matter where you can upload any Documents that you do not want associated to a specific Client's Matter.

Answer:

Not at this time.

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