iOS App: Documents

Contents

Finding your Documents
Viewing Documents and Document Details
Editing and Deleting Documents
Uploading Documents
Downloading/Printing Documents

Finding your Documents

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.

Viewing Documents and Document Details

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.

Editing and Deleting Documents

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.

Uploading Documents

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.

Downloading/Printing Documents

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.