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Documents: Working with Document Categories

Applying a category to your files and folders in Clio will allow you to quickly filter your Documents.

Adding and Editing Document Categories
Applying a Category to Files and Folders
Filtering Documents by Category

Adding and Editing Document Categories

  1. Nagivate to the Documents section on the lefthand sidebar 
  2. Click on the Categories and templates button on the top rightbar corner
    Category_and_Templates_Button.png
  3. Click on the Categories subtab 
    Category_Subtab.png
  4. To add a new category, click on blue New Category button on the top right
    Add_New_Category.png
  5. To edit a category, click on Edit beside the Category name you are looking to edit.

Edit_Category.png

Applying a Category to Files and Folders 

You can apply a category to a file when uploading it to Clio.

Select_Category_Upload_File.png

You can also add a category to existing files and folders by clicking on the Drop-Down Arrow under the Action column. 

Edit_Drop_Down_Menu_for_Category.png

Select Edit Details and a modal with appear to select a Category.Edit_Details.png


Select_Category_Upload_File.png

Filtering Documents by Category 

To filter your folders and files by category, go to the Documents tab and click on the "Filter" button then select the category you want to filter in the "Category" field. 

Filter.png

 

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