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How to Link a Document in a Task

Objective:

n/a

Environment:

  • 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.

Procedure:

  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
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