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How to Edit Document Categories

Objective:

  • How do I make a change to a Document Category in Clio Manage?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

  1. Navigate to the main Documents tab on the left of Clio
  2. Click the Categories and templates button at the top right
  3. Click the Categories subtab along the top
  4. Click Edit beside the Category that you would like to edit
  5. Click Save to save the changes that you have made

 

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