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How To View and Edit a Document Using Clio Drive for Windows

Objective:

  • To determine the different ways a Document can be opened using Clio Drive

Environment:

  • PC
  • Clio Manage
  • Clio desktop app

Additional Information:

  • n/a

Procedure:

Viewing from Clio Drive

  1. Open File explorer
  2. Select Clio Drive
  3. Open document
  4. Make edits as needed
  5. Click save

Viewing from within Clio Manage using Launcher

  1. Open Clio Manage
  2. Click Documents
  3. Click the blue arrow beside the Document you want to view
  4. Make edits as needed
  5. Click save

 

 

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