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