The 2020 Legal Trends Report is now available. Get the latest insights here.

Documents: File and Folder Options

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

Standalone Folder optionsStand_Alone_Folder_Options.png

Edit: Rename the folder. You can also Add or change the folder's Category.

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

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

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. 

 

File Options

File_Options.png

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

Add Time Entry: Add a time entry to the file.

Edit details: Rename the file. You can also Add or change the file's Category.

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

e-Sign: Send the Document out for e-signature through Hellosign (PDF files only)

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

Trash: Move the file to the Trash.

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

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality