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What is the Purpose of Having Document Categories?

Question:

  • Is there value in Document Categories? 
  • What is the point of a Document Category?

Environment:

  • Clio Manage

Additional Information:

Answer:

There are a few reasons to use Document Categories:

  • Easier Organization - they can be used to Filter your files, allowing for easier searchability of Documents
  • Quickly Discern Between Documents - the category column will display in the Documents table so you can more easily spot certain kinds of Documents within a Folder
  • Automation - When using Document Automation, a new Folder within the Contact or Matter will be created and named after the Document Category automatically, as long as the Template is assigned to a Document Category. 
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