Earn up to $250 in gift cards this summer. Find out how.

How Do I Create a Document Folder That Is Not Linked to a Contact or a Matter?

Objective:

  • Create a Document Folder not attached to a Contact or a Matter

Environment:

  • Clio Manage

Additional Information:

  • n/a

 

Procedure:

  1. Click on Documents on the left 
  2. Click "New"
  3. Select "Create new folder
  4. Create Folder name 
  5. Click "Create"
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality