Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

How to Link a Document in a Task

Objective:

n/a

Environment:

  • Clio Web App

Additional Information:

Documents in Clio cannot be directly hyperlinked.

Procedure:

  1. Copy the filename of the document into the task
  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