2017

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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

To edit, add, or delete Document Categories, select the "Documents" tab at the top of your Clio screen.  Next, click on the "Categories" sub-tab.

From the Categories screen, click the "Add" button to add additional categories.  

To modify or delete existing category names, click on either  "Edit" or "Delete" below the category name. 

Applying a Category to Files and Folders 

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

You can also add a category to existing files and folders by clicking on the "Edit" quick link for the appropriate item. 

Filtering Documents by Category 

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