Documents: File and Folder Options

Accompanying each of your files and folders are quick link options for managing your resources. 

Standalone Folder options

standalone_folder.png

View details: Opens a side panel with general creation information, a comments area, and "Shared Via" details.

Share: Select a Contact to share the folder with (including all of the files contained in the folder)  through Clio Connect.

Edit: Add or change the folder's Category.

Download: Download the folder and all of the files contained in the folder as a zip file.

Rename: Rename the folder.

Move: Move the folder to another location within the parent folder. 

Trash: Move the folder and all contents to the Trash.

Matter and Contact Specific Folders

matter_specific_folder.png

Matter and Contact specific folders are more restricted than standalone folders and cannot be renamed, moved, or sent to the trash. 

File Options

file_options.png

View details: Opens a side panel with general creation information, version history (if applicable), a comments area, and "Shared Via" details.

Share: Select a Contact to share the file with through Clio Connect or via link.

Edit: Add or change the file's Category.

Rename: Rename the file.

Move: Move the file to another folder within the parent folder. 

Add Time: Add a time entry to the file.

Trash: Move the file to the Trash.

Preview: Opens a preview window to view the file without having to download it. Available for the following file types: .PDF, .DOC, .DOCX, .PPT or .PPTX

To download an individual file, click on the file name.