Learn how legal professionals use technology to adapt to consumer expectations in the 2021 Legal Trends Report

How Do I Upload Documents to a Specific Folder in Clio Connect?

Objective:

  • Share folders with an attorney in a specific location
  • Send documents to my lawyer in a certain file folder

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

  • Click here to log into Clio Connect
  • Click on Documents in the black bar
  • Click into the Folder name that was shared with you (this will upload the files to the correct location)

Screen_Shot_2021-08-04_at_2.43.52_PM.png

  • Click the blue New button

Screen_Shot_2021-08-04_at_2.44.49_PM.png

  • Choose to upload a file or folder
  • Select the File that you want to share with your lawyer
  • Click Upload Documents

 

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