Objective:
- Upload Folder in Clio Connect
- Upload File in Clio Connect
- Upload Documents in Clio Connect
Environment:
- Clio Manage
Additional Information:
Procedure:
- Log into your Clio Connect Account
- Click Documents on the black bar
- (Optional) Select Folder to upload to if directed by Attorney
- Click the New button on the right of the screen
- Select either File Upload or Folder Upload
- Select the required File or Folder
- Rename Folder if needed
- Click Upload Documents