Chris Hadfield, Keynote Speaker - Clio Cloud Conference New Orleans - Sept. 25, 2017
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Working with Documents in Clio Connect

Clio allows for attorneys to share documents with people outside of their law firm via Clio Connect.

Contents

Viewing your Documents
Downloading Folders
Downloading Files
Uploading a File or Folder
File Versions
Viewing Previous Versions
Uploading New Versions
Commenting on Folders and Files

Viewing your Documents

You can view all shared documents at any time in Clio Connect by clicking on the Documents tab.

Documents will also appear on the Dashboard tab of Clio.

Downloading Folders

You have a number of options for downloading folders (including all files and child folders contained therein).

Individual Folder Download

To download an individual folder and all contents as a Zip file:

  1. Click the "Download" quick link; or

  2. Click on the folder to open it then click on the "Download" button.

Batch Download

To select multiple folders for download to a single Zip file, check the boxes beside each of the folders you would like to download then select "Download" from the "Actions" dropdown.

Downloading Files

To download a file, click on the file name.  

To download multiple files, check the boxes beside each of the files you would like to download then select "Download" from the "Actions" dropdown.

Uploading a File or Folder

Folder Upload

Navigate to the folder that you would like to upload the folder to (including all files contained in the folder) then click on the "new" button and select "Folder Upload".

In the "Browse for Folder" pop-up window, select the folder that you want to upload then click "OK". The folder and all content files will then begin to upload. The time required for the upload will depend on the number and size of the files that you are trying to upload.  

Please note:  Folder upload is only available with Google Chrome

File Upload

To upload an individual or multiple files, navigate to the folder that you would like to upload the file(s) to then click on the "New" button and select "File upload".  Locate the file(s) you would like to upload and click "Open".  You can select multiple files by holding the CTRL key while selecting them.  

Note that you are limited to uploading individual files of no more than 1 gigabyte. 

File Versions

To add or view file versions, click on the "View Details" quick link for that file or folder. In the "Details" side panel, additional file versions that all users have uploaded can be viewed below the "General Information" details.

To add a new version, click on the plus icon then select the new file version to upload to Clio.

Viewing Previous Versions

To download previous versions, click on the version number.

The "Preview" option is only available for the following file types: .PDF, .DOC, .DOCX, .PPT or .PPTX; and will open a preview window to view the file without having to download it.

Commenting on Folders and Files

To add or view comments on a folder or file:

  1. Click on the "View Details" quick link for that file or folder.
  2. In the "Details" side panel, click on the speech bubble icon.
  3. You can edit or delete a comment that you have added by clicking on the comment's "Edit" or "Delete" links.