KCS - Can I Upload Documents Not Associated to Matters in Clio?

Objective:

  • Storing Firm Documents
  • Uploading Admin files 

Environment:

  • Clio Web App

Additional Information:

For instructions on how to upload Documents click here

Answer:

Yes. To upload Documents not linked to Matters, navigate to the main Documents tab from the menu bar and upload the Document from here.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality