KCS - How do I Create a Category for Documents

Objective:

  • To determine how to add a Category to use when uploading Documents

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Navigate to Documents from the black global menu bar
  2. Click Categories subtab at the top
  3. Click the green Add button
  4. Name the Category and hit save

 

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