2017

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KCS - How to Upload a Document in Clio

Objective:

  • Upload Documents onto Clio Documnets 

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Go to the Matter or Contact you would like to upload the document fore 
  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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