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Can I Bulk Assign Categories to Documents?

Objective :

  • Can I bulk assign Document Categories to Documents?


  • 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




No, not at this time. If you would like to add your vote to this feature request please contact Support at, 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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