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How to Copy a Document in Clio to Another Folder Within Clio?

Objective:

  • How to Copy a Document in Clio to Another Folder Within Clio?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Currently, it is not possible to copy a document/file that has been uploaded into Clio to another folder within Clio. the file will need to be downloaded and re-uploaded to the folder you are looking to have the file copied into. To request for the feature to copy an existing document/file from Clio into another folder within Clio. please let our Support team know. The Support team can be reached either by phone (1-888-858-2546 ext. 2) or by the Live Chat option available in Clio

 

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