KCS - What is the Purpose of Having Document Categories?

Objective:

  • Why are there Document Categories? 

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

  • 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.
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