- Copy a Document in Clio
- Clio Manage
- Clio Launcher
Yes, you can.
Select the Clio Launcher icon in the Menu Bar on a Mac or the System Tray on a PC
Click the dropdown arrow beside the document you would like to copy and click "Make a Copy of this file in Clio"
Note: To see the file here you will need to open it via Clio Launcher in your account first
You can then rename the document if needed and choose a Matter to assign it to before clicking "Create Document" at the bottom
Your Document will now be saved to the selected Matter folder
For more information on Clio Launcher see the links in the Additional Resources section above