Documents
The following articles provide instructions for working with Clio's built-in document storage and sharing solution.
Videos
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?