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How Do I Edit Documents with Clio Launcher?

Objective:

  • Make changes to documents in Clio
  • Update files uploaded to Clio

Environment:

  • Clio Manage
  • Clio Launcher

Additional Information:

Answer:

By using Clio Launcher, you can click a link in Clio to open any file in its relevant desktop application (Word, Excel, etc.). Saving the file in the desktop application will update the file in Clio and create a new version.

Using Clio Launcher is easy!

  1. Log in to Clio at app.clio.com
  2. Click the external link icon next to the document filename.

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  1. The file will open on your computer in the appropriate desktop application.
  2. Make any changes to the file.
  3. Save the file.

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Note: Using "Save as" will not save the file back to Clio. You need to use "Save".

In Clio, the file will now be updated with a new version.

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