KCS - How to Duplicate Documents

Objective:

  • How can I duplicate Documents in Clio?

Environment:

  • Clio Web App

Additional Information:

There is no direct way to duplicate Documents in Clio. You can, however, indirectly duplicate documents in Clio by downloading and re-uploading the Document. 

Procedure:

  1. Go to the Documents tab in Clio
  2. Locate the Document you want to download
  3. Click the Document's name to start the download
  4. Click New
  5. Click File Upload
  6. Go to your Downloads folder in the pop-up window
  7. Select the Document
  8. Click Open
  9. Fill in the necessary fields in the Upload Documents pop-up box
  10. Click Upload Documents

 

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