San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

Can I Copy a Document File/Folder in Clio?

Objective:

  • If I create a folder structure in one Matter in Clio, can I copy the Folder structure and put it in another Matter?
  • Can I copy a folder in Clio and move it to another Matter?
  • Can I copy a folder instead of moving it?
  • Can I copy Document Folders/Files?
  • Can I duplicate a Document Folder/File

Environment:

  • Clio Manage

Additional Information:

If you would like to add your vote to this feature request feel free to chat or call in

Answer:

No. At this time it is only possible to move Folders within Clio.

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