This article includes some tips and tricks that can help you work with Clio in your chosen internet browser.
How do I tell what version of Windows I am using?
How do I tell what version of a browser I am using?
How do I clear my browser's cache?
Using Tabbed Browsing in Clio
How do I change the size of the text on my screen?
How can I change the size of the training videos?
In order to have the best experience using Clio, we suggest that you keep your chosen browser updated to the latest version.
When you are updating your browser you sometimes need to know what version of Windows you are using. For more information on how to do this, click here.
When contacting Clio Support, our agents may ask you what browser version you are using.
Open Internet Explorer and hit ALT+H on your keyboard, and then click "About Internet Explorer".
You will then see a window displaying the version details (this example is using IE 11).
To update Internet Explorer hit ALT+H again then click "What's New in Internet Explorer".
You can find directions here for determining what version of Windows Edge you are running.
At the top right corner of the browser window, click on the menu button then click "About Google Chrome".
This will open version details in a new tab.
You can tell that Chrome needs to be updates by the colour of the menu button (any colour other than grey indicates that an update is available). To update Chrome, click on the menu button again then click "Update Google Chrome". For more information, click HERE.
Open Firefox and hit ALT+H on your keyboard, and then click "About Firefox".
This will open the version details in a window. If an update for Firefox is available, it will be indicated in this window. For more information, click HERE.
Open Safari and make sure that Safari is your active window, then click on "Safari" at the top left of the screen and select "About Safari".
This will open the version details in a window.
If you would like to update Safari, click HERE.
When contacting Clio Support, our agents may ask you to "clear your cache" which means to delete your browsing history. Clearing your cache can have a number of benefits that include:
- Improved browser speed and performance
- Prevents out-of-date pages from loading
- Frees up space on your hard drive
For instructions on clearing your browser's cache, click HERE.
Tabbed browsing allows you to have multiple webpages open at the same time using tabs in the same window. For example, you can have Clio open and GMail open.
By clicking on the tabs you can switch between webpages or cloud applications without closing any windows.
Opening multiple areas of Clio in tabs can help improve the efficiency of your workflow. For example, you can have the Matters open in one tab, and Calendar, Communications, Contacts, and Documents open in others - allowing you to easily reference information in each area simultaneously.
To open an areas of Clio in another tab, right click on the tab or link that you want to open and select "Open link in a new tab".
Note: If you only have one tab open you will refresh automatically when you click on other areas of Clio. When you have multiple tabs open you can have "stale" information - meaning that new information has not populated into your screen. To avoid this, if you have been away from a tab for a while, refresh your page (Ctrl + R for PC users).
To increase the size of text or images on your screen, hold down Ctrl on your keyboard and tap the + key until the text and images on the screen are of a suitable size. To reduce the size of text and images on your screen, hold down Ctrl and tap the - (minus) key. To reset text and images back to the default size, use Ctrl + 0.
You can view our embedded YouTube training videos at full screen by clicking on the "Full Screen" icon at the bottom right hand corner of the video screen.
Most browsers offer a built-in spell checking feature that will help you to identify words that may be misspelled when entering data into Clio and other web applications. Misspelled words will be underlined in red.