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Can I Create a Copy of a Document in Clio via Clio Launcher?

Objective:

  • Copy a Document in Clio

Environment:

  • Clio Manage
  • Clio Launcher

Additional Information:

Can Clio Make a Copy of Documents?

Clio Launcher: Installation and Use Guide

Answer:

Yes, you can.

Select the Clio Launcher icon in the Menu Bar on a Mac or the System Tray on a PC

Screenshot_2020-10-16_at_11.47.53.png

 

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

Screenshot_2020-10-16_at_11.52.21.png

 

You can then rename the document if needed and choose a Matter to assign it to before clicking "Create Document" at the bottom

Screenshot_2020-10-16_at_11.56.20.png

Your Document will now be saved to the selected Matter folder

Screenshot_2020-10-16_at_12.00.02.png

 

For more information on Clio Launcher see the links in the Additional Resources section above

 

 

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