Objective:

• Clio Connect
• Upload Folder
• Upload File
• Documents

Environment:

• Clio Manage

Additional Information:

For further information, please see the following: 

• Working with Documents in Clio Connect 

Procedure:

1. Log into your Clio Connect Account
2. Press Documents allow the black bar
3. Press the New button on the right of the screen
4. Select either File Upload or Folder Upload
5. Select the required File or Folder
6. Rename Folder if needed
7. Press Upload Documents