What is the Purpose of Having Document Categories?


  • Why are there Document Categories? 


  • Clio Web App

Additional Information:

Documents: Working with Document Categories


  • When you assign a Document Category to a Template, the Documents is Generated inside a Folder with the name of the Document Category. If you're Generating multiple Documents with the same Category for a Matter, all those Documents would populate within this folder. It's a way to organize and maintain your Documents into Categories.
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