Have you heard? We acquired Lexicata in the first milestone to creating a more advanced client engagement platform. Read more here.

KCS - Can you set a Naming Scheme for Downloading PDF Bills?

Objective:

  • Can you change what Clio names of the file of downloaded PDF Bills?

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

No, you cannot control the filename of downloaded PDF Bills. You may of course rename them after downloading them.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality