Passes to the Clio Cloud Conference are $99. Invest in your firm's success today.

How to upload multiple files with a category without manually assigning a category to each one?

Question:

  • Upload documents with category assigned

Environment:

  • Clio Manage

Answer:

Create a folder in your Documents and assign the category to that folder. Anytime you are uploading files to this Folder, category will be assigned by default as the folder category.

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality