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Can I Link Documents Within Clio Invoices?

Objective:

  • I want to link Clio Documents in an Invoice
  • How to link Clio Documents in an invoice
  • Attach Documents to a Bill

Environment:

  • Clio Manage

Answer:

The Document page does not have a static URL to link to so the link would redirect you to the main Documents tab of Clio. If you would like to see this feature added to Clio, please do reach out to our Support Team.

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