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Do Documents Automatically save in Folders They Are Created In

Question:

  • Do documents automatically save in folders they are created in within the Documents tab?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

  • No, documents do not automatically get saved within the folders they are created in when using a template.
  • Documents will be created within a Clio folder when they are linked to the Matter within Clio and not necessarily the folder it was created in. When the document is created within the folder of a matter name, it will show up there as it was linked to it.
  • But if the folder is not created by Clio for a matter (it doesn't have a matter name), then it won't show up within that folder.
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