Documents
The following articles provide instructions for working with Clio's built-in document storage and sharing solution.
Videos
Articles
- What is the File Size Limit for Document Templates in Clio Manage?
- ESET Antivirus Users Receiving "Potential Phishing Attempt" Warning Screen in Browsers
- Using Mask Fields When Sending Clients Documents for eSignature
- How Do I Create a Document Folder That Is Not Linked to a Contact or a Matter?
- How to Resend a Document for E-Signature when Other Signers Have Signed the Document?
- Can I See Who Uploaded the Document?
- Can We Add a Link to the File Location in the Windows Directory Into Clio?
- Unable to See 3rd Party Documents
- Can I Automate Document Sending Within Clio Manage?
- Unable to Find a Folder in Clio Manage Documents
- Can I Change the Timezone That Shows on a Signed Document in Clio Manage?
- How Do I download .EML Files?
- How Can I Upload a Video File That Is Larger Than 5GB?
- Can I Edit the Document ID of a File Within Clio Documents?
- Clio Subscription Plan has Unlimited E-Signatures but Getting an Error 'Exceeded Signature Request Quota'
- Will I Be Notified Every Time a Client Opens a Document I Send for E-Signature?
- Can I Search By a Document Author?
- Can I Prevent Users from Deleting Document Templates?
- Are Document Integration Syncs with Clio Manage Bi-Directional?
- Does Clio Provide a Bate Stamping Software?
- When a Document Is Referenced in a Note, Is There a Notification to Indicate If That Document Is Existing Within the Documents Tab?
- Can I Search for Documents by File Format?
- Do all Signees Receive a Copy of the Signed Document in Clio Manage
- What File Types Can I Upload to Clio Drive
- Is it Possible to Change the Sender Email for eSignature Requests?
- Can Documents be made "Read-Only" within Clio?
- How to Manually Send a Reminder to Complete an eSignature Request
- Can I Send Documents for E-Signatures to Other Users?
- How Do I Remove A Page Of An E-Signed Document?
- Can I Create a Document Checklist When Creating a Document Template?