KCS - How do I Make Changes to Clio Documents?

Objective:

  • How to edit Clio Documents

Environment:

  • Clio Web App

Additional Information:

Can I Live Edit Clio Documents?

Procedure:

  1. Download the document
  2. Open the file in a word processing program on your computer 
  3. Make the appropriate changes
  4. Save the file 
  5. Upload the file as a new version
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