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How To Add Documents To A Folder

Objective:

  • I would like to add documents to a folder for sharing
  • Adding a document(s) to folder 

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

  1. Navigate to the Documents page
  2. Select the checkboxes on the documents you wish to share
  3. Under Actions select ‘Move’
  4. Select the destination folder you wish to share the documents in
  5. Click Move

 

 

 

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