This article may be out of date!
Visit the New Knowledge Center

How to Link a Document in a Task




  • Clio Web App

Additional Information:

At this time, Documents in Clio cannot be directly hyperlinked to a Task. The below work around allows the Document to be found in search.


  1. Copy the filename of the Document into the Task title or description.
  2. The recipient can copy the filename into the global search bar and search for the Document
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