Accompanying each of your files and folders are quick link options for managing your resources.
Standalone Folder options
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 and Contact specific folders are more restricted than standalone folders and cannot be renamed, moved, or sent to the trash.
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.