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How to Make a Copy of a Document in Clio and Save to Your Document Storage Integration

Objective:

  • Save a copy of a document that is stored in Clio Manage into your Document Integration (e.g. Dropbox, Google Drive, OneDrive)
  • Save a file in Clio Manage into your Document Integration

Environment:

  • Clio Manage

Additional Information:

Procedure:

1. Download the applicable file(s) (steps HERE)

2. (If applicable) Save the file to your device (e.g. if using a tablet)

3. Click on the Documents tab on the left, then click on the Document Integration tab (e.g. Dropbox, Google Drive) OR go to the applicable Matter, click on Documents tab, click into the Document Integration tab

4. Click on the Upload button

5. Click Add Files

6. Choose the file(s) you downloaded

7. Click Open (if applicable on your device)

8. (Optional) Choose Subfolder

9. (Optional) Update Filename

10. Click Add Files

If needed, you can delete the file from your Clio Manage document storage if you don't need or want a copy in Clio

 

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