How To Create a New Document in Clio Drive for Windows
Objective:
- How to create a new document with Clio Drive
Environment:
- PC
- Clio desktop app
- Clio Manage
- File Explorer
Additional Information:
Procedure:
- Open File Explorer
- Click Clio Drive
- Choose the Contact or Matter folder you want to create the document in
- Right Click to choose New > then the file type of document - Word doc, PDF, etc.
- You may also click New Item in the menu
- Name the document and then open it
- Enter your document content
- Save the document
- Navigate to Clio Manage
- The new document will be located in the Client or Matter folder that was chosen in step 3
