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KCS - Can I Sort Document Templates into Sub-folders?

Objective:

  • To make finding Document Templates easier by sorting them into a folder structure.
  • To create folder subsets to Document Categories.

Environment:

  • Clio Web App

Additional Information:

  • It is possible to filter Templates by Category as outlined here.

Answer:

  • No, it is not possible to create a folder structure for Templates within the main Documents page in Clio.

 

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