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KCS - How to Upload a Document in Clio

Objective:

  • Uploading Documents onto Clio Documents 
  • Upload Document to a specific Client or Matter
  • Add Documents to Clio
  • Add Documents to Matters

Environment:

  • Clio Web App

Additional Information:

  • Folder upload is only available in Google Chrome
  • 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 File upload to upload a single file, or Folder upload to upload a whole folder 
  4. Choose the file/folder you would like to upload
  5. Click Upload
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