Documents

Articles

• Can I Require a Document Category to be Selected When Uploading Documents?
• We Had Trouble Loading Your Content. Try Reloading Error When Clicking Documents Tab of a Matter.
• Can you create a Hyperlink from a Document number inside Clio?
• Why Can't I Move My Document Folder?
• Error: "An error occurred while uploading this document."
• Can I Export Document Categories?
• Issue: Documents Tab Is Not Loading
• Can I Drag and Drop Documents or Document Folders Into Clio?
• How Long Does a Backup to Data Escrow Take?
• How Do I Set Word as My Default Program on a PC?
• "Something Went Wrong" Error When Bulk Downloading Documents
• Can I Change "Author" Portion of Documents Tab to Recent Editor vs Original Author
• Unable to View Documents After Performing Search
• Why Do My Document Folders Have a Number After My Client's Name?
• Video: How to Use Clio Launcher
• Best Practices For Reading Data From CSV
• Are Notifications Sent When Editing a Shared Document?
• When Downloading a Document I Receive an "iris-production.s3.us-east-1.amazonaws.com" Notification
• How do I view a Comment made on a Document?
• Can I Upload a File to Subfolders in a Matter From the Main Document page?
• Why Are Documents Not Opening Correctly When I Use Clio Launcher?
• Can I set the Default Document Subfolder View?
• Can I Share a Document with Another User in our Firm Account?
• Why is a Firm User Getting a Prompt to Create a Clio Connect Account After Sharing a Document with Them?
• Issue: Unable to Delete Client Document Folder After Contact is Deleted
• Can I Generate a Document from Template for a Contact not Linked to a Matter?
• Why Does Creating a Document From Template Also Create a Subfolder?
• How Do I Add a Document from Template to a Contact?
• Can I Add Document Categories to Documents via Integrations (Dropbox, Google Drive, OneDrive, etc.)
• Does Clio Have a Place for Administrative Documents?