Clio Manage Documents
The following sections and articles provide instructions for working with Clio's built-in document storage and sharing solution.
Videos
Clio Launcher
- What File Types Can Clio Launcher Open
- Can I Create a Copy of a Document in Clio via Clio Launcher?
- Why Can't I Save Some PDFs Using Clio Launcher?
- Internet Cannot Recognize the Address Error When Opening Documents in Clio
- Issue: Clio Launcher Cannot Launch New Versions That Are Different File Extensions
- Can You Create Documents from Clio Launcher and Put Them Into Sub-folders?
Document Automation
- How to Add a Trust Balance Notification Merge Field to my Document Template?
- Why is a Matter Custom Field Merge Field Populating the Incorrect Data From the Matter to a Document?
- Which File Type Works Best for Document Automation?
- Template Not Listed in the Document Template Dropdown When Creating Document from Template
- Why do all Document Templates not Appear When Generating a Document from a Template?
- Can I Download USCIS Forms from Clio Manage?
Documents
- How Do I Edit the Name of a Folder?
- How to Switch Documents from Clio For Clients to Clio Connect
- Can I Add Comments to Synced (Integration) Documents in Clio ?
- Is There a Page Number Limit for E-Signature Documents on Clio Manage?
- How to View Documents in Clio Manage
- Why Am I Being Prompted to "Get Adobe Reader Now" After Clicking to "View" A Document in Clio?
Box
Dropbox
- Is There a Way to Directly Move Documents from Dropbox into Clio if I Want to Close My Dropbox Account?
- Will Downgrading My Dropbox Subscription Affect Clio Manage Integration?
- Can I Sync Documents From Dropbox to Clio
- Video: How to Setup the Dropbox Integration
- Why Can't I See The Clio Folder In Dropbox?
- Can I Edit Dropbox Documents Directly in Clio Manage?
Google Drive
NetDocuments
- How to Drag and Drop Using NetDocuments in Clio Manage?
- How to Disconnect NetDocuments
- Video: NetDocuments
- NetDocuments: Setup
- NetDocuments: Setting up your Folder View
- NetDocuments: Setting up your Workspace View