How to Upload Documents in Clio Manage

Objective:

• Uploading Documents onto Clio Documents 
• Upload Document to a specific Client or Matter
• Add Documents to Clio
• Add Documents to Matters
• Add files to Clio
• How to get documents into Clio

Environment:

• Clio Manage

Additional Information:

• Folder upload is only available in Google Chrome, Firefox, and Microsoft Edge
• Folder upload is not currently available in Apple Safari
• You can also drag and drop files from your desktop into the Documents section in Clio

Procedure:

1. Go to the Documents page or tab for a specific Contact or Matter
   • Optionally, click into the appropriate folder/subfolder
2. Click New on the right-hand side 
3. Click Upload files to upload a single file, or Upload a folder to upload a whole folder 
4. Choose the file/folder you would like to upload
5. Click Upload
6. Optionally, you can add a Document Category
7. Click Upload Documents