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How Do I Upload Matter Documents in Clio Grow?

Objective:

  • Add documents to a Client's Matter in Clio Grow

Environment:

  • Clio Grow

Additional Information:

n/a

Answer:

  1. Go to a Matter
  2. Click the Files sub-tab
  3. Drag files from your computer into the box, or click the box to select & upload a file

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