Documents
The following articles provide instructions for working with Clio's built-in document storage and sharing solution.
Videos
Articles
- Is There a Way to Select From Available Document Templates That Doesn't Require Scrolling Through the Entire Long List?
- Can I Upload Documents Not Associated to Matters in Clio?
- Can I Share a Document Saved in a 3rd Party Document Integration With a Client From Clio?
- How to Create a Sub-Folder in Documents
- How to Unshare Documents or Folders
- What Happens to Documents When Deleting a Matter?
- Can I Migrate Documents to Clio?
- How to Delete a Document
- Why Does the Box Logo Appear When I Preview a Document?
- Can I Create Document Sub-Categories?
- What is a CSV File?
- How To Disconnect and Reconnect a Document Source
- Can I Edit a Document Template in Clio?
- Am I Able to Sort Documents by Date?
- How Do I Upload Documents to Clio Manage?
- Will Previously Uploaded Documents Move From Clio Documents Into my Document Integration Automatically?
- Can Clio Connect Users Download Entire Document Folders?
- How do Folders Display in a Document Integration?
- Which Document Types Can I Preview in Clio Documents?
- Will Changing a Client or Matter Name in Clio Cause a Folder Link Issue with my Document Integration?
- Does Sharing a Document Folder With a Contact Share All the Documents in the Folder?
- How to Sort Documents by Name
- What's different between the Documents tab and the Matter Documents tab?
- Can I Create Document Folders Templates For Every New Matter?
- Is There a Way to Access the Sharing Link to a Document Without Sharing It From Clio?
- Can I Fax Documents Into Clio?
- Is There a Way to Print Envelopes?
- How Do I Add a Comment to a Document?
- What Scanners Integrate With Clio?
- Where is my Deleted Document?