Documents
The following articles provide instructions for working with Clio's built-in document storage and sharing solution.
Videos
Articles
- How to Share a Document Folder
- If I Share Document via Secure Link, Does My Client Need to Sign Up for Clio Connect in Order to View and Download It?
- Can I Revoke Sharing of a Document Sent for E-Signature in Clio Manage?
- Can I Add a Pay Button to Documents?
- How Do Contacts or Clients e-Sign Documents Sent to Them from Clio Manage?
- How to Edit Document Categories
- Will Clio Prompt a Warning for When a Document is Uploaded into the Same Directory With the Same File Name?
- Why am I getting a blue screen error: "Our e-Signature Feature is Currently Unavailable. Please Try Again in a Few Minutes"?
- Can I Expand the Message Text Box When Sharing a Document?
- How to Export Documents from Clio Manage
- Is it Possible to Restrict a Client to Only Upload Documents and Files to A Specific Folder Within Clio Connect?
- Can I See Where a Document is Stored in Clio?
- How to Find the Document ID on Clio Manage?
- What Does a Shared File Email Look Like?
- How to View Documents Files and Folders At the Same Time
- Can I Sort or Filter Documents by the Uploaded By Column?
- Can I Merge Multiple PDF files into One in Clio Manage
- How Do I Share a Document with My Client Through Clio For Clients?
- How Can I Tell Who Signed The Document And Who Did Not In Manage?
- Can I See Documents in File Only View When in a Subfolder?
- Can I Pin a Specific Document to the Top of the List of Documents?
- Is it Possible to Share a Contact from Clio?
- When are E-signatures Added for New Users?
- What are my Options for Adding more Esignatures in Clio Manage
- Can I Remove an E-signature Clio Manage?
- How to Copy a Document in Clio to Another Folder Within Clio?
- Can I Upload Files from Google Docs into Clio?
- Error: "(File Name) Could Not Be Uploaded at This Time. Please Try Again Later."
- HelloSign Document Broken
- Can I Sign a Document After a Client Has Signed?