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How to Drag and Drop Using NetDocuments in Clio Manage?

Question:

  • Are You Able to Use Drag and Drop through NetDocuments in Clio Manage?
  • Is it Possible to Drag and Drop through NetDocuments in Clio Manage?

Environment:

  • Clio Manage

Additional Information:

  • To Learn More About Dragging and Dropping Documents into Clio Documents, click here
  • To Learn More About NetDocuments Integration with Clio Manage, click here

Answer:

  1. Find the desired Matter
  2. Click on the Documents subtab
  3. Highlight Net Documents
  4. Click the green “Start Upload” button
  5. Drag-and-Drop your document or file 
  6. For AOP section, type Area of Practice
  7. For the Type section, type the Folder Name you want NetDocuments to store this document or folder in
  8. Click Start Upload
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