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Can I Create a New Document via Clio Launcher?

Objective:

  • How to create a new Document via Clio Launcher

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Yes, you can.

  1. Select the Clio Launcher icon in the Menu Bar on a Mac or the System Tray on a PC

    Screen_Shot_2019-12-20_at_9.56.10_AM.png

  2. A window will pop-up that gives you the option to create a New Document at which point you will need to specify a Document Name and, optionally, a Matter Name, Destination folder, and Document category.

    image__1_.png

This document will open in Microsoft Word, where you can build your document and click "Save" which will save it directly into Clio, where you specified either under the Matter folder or at the root of Documents. You must click "Save" as opposed to "Save as" for this to auto-upload into Clio. 

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