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Can I Bulk Assign Categories to Documents?

Objective :

  • Can I bulk assign Document Categories to Documents?

Environment:

  • Clio

Additional Information:

  • For more information on how to edit a Document Category for an individual file, please click here
  • For more information on how to create a new Document folder click here
  • Fore more information on how to move Documents, click here

 

 

Answer:

No, not at this time. If you would like to add your vote to this feature request please contact Support at support@clio.com, by live chat or by phone at 1-888-858-2546 ext2. 

 

You can however create a New Folder and enter a document category. Then you can bulk move the individual files into the new folder for the document category column to be updated. 

 

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