To access your Documents, tap on the "More" tab at the bottom of the screen. Next, tap "Documents" in the menu.
Within a Matter
You can view Matter specific Documents by opening the Matter, tapping the "Menu" tab, then tapping the "Documents" button.
Searching for Documents
To find a Document quickly, tap the magnifying glass icon at the top of the screen to search the title (not text) of the Document.
When viewing your Documents they will be listed in alphabetical order.
To view a Document, tap the Document name.
To add time to a Document, tap the ellipsis icon.
From the "Document Details" screen, tap the "View" tab to view a preview of the Document and tap the "Share" link to send the document via the iOS email app.
From the Details screen, tap the "Edit" link at the top of the screen to edit Document information or to delete the Document.
On the Edit screen, you can add or change the Document's Category or Matter. Next, tap the "Save" link to save. To delete the Document, tap the "Delete Document" button.
To upload a document, tap on the "+" symbol at the bottom right corner of the screen.
Next, tap "Document" in the menu.
On the "New Document" screen, the default "File" source will be "Camera" but you can select either "Camera", "Photo Gallery", or "ScanSnap". The camera option allows you to take a photo of a document, while the gallery option allows you to select an existing image.
Select the upload source then tap the "Done" link at the top of the screen.
Next, tap "Choose a file to upload".
Once you have taken the photo or selected the image, you can view a preview. You will then need to populate the Description and Matter fields.
You can also change the file name if necessary.
Once populated, tap the "Save" link to add the document.
You can also add documents to Clio from certain iOS apps. For example, you can upload audio recordings to Clio directly from the "Voice Memo" app. For details, see the "Uploading a Voice Memo to Clio" article.
You can download or print a document by opening it and tapping the "Share" link on the "View" tab.
Tapping the "Share" link will present you with options for downloading, sending, and printing your document.