Documents
The following articles provide instructions for working with Clio's built-in document storage and sharing solution.
Videos
Articles
- How Do I Confirm Whether a Request for Signature Has Been Sent Out for My Document?
- When You Upload a Folder on Clio Manage, Will it Keep the Subfolders?
- Why Am I Receiving an Error Message When Downloading Folders from My Clio Connect Account?
- Does Full Text Search Slow Down If There Are Many Documents to Index?
- Is It Possible to Change the UTC Time Zone Used for E-signature Dates Received via Clio Manage?
- Is Clio Documents Designed for a Specific DMS?
- Cannot Move a Folder from a Contact to a Matter
- Can I Embed an Excel Spreadsheet With Merge Fields Into a Word File and Generate a Document?
- Can I Change the Number Sequence of my Document File Name?
- Can I Drag and Drop Documents/Folders From One Folder to Another Folder Within Clio Manage?
- Why is My Document From My USB Drive Uploading Slow Into Clio?
- Does Clio Have any Permission Restrictions for Documents?
- Is It Possible to Customize When a Shared Document's Email Link Will Expire?
- How to Rename a Folder
- Can I set Due Dates for Documents?
- Can Two Separate Users Prepare a Document for E-Signature and Send a Document E-Signature?
- Will the Shared Bubble Disappear after a Shared Document Link has Expired?
- Is it Possible to Search For Documents and Files That Have Been Saved to OneDrive / Google Drive / Dropbox / Box From Within Clio?
- How to Sort Documents to Show Folders Before Files?
- How to View Documents in File Only?
- How to Adjust Column Width in Documents Section
- Why Do I Not Have the Option to Share a Document With a Client?
- How to Display Documents by Date
- Why Can't I See Another User's Documents?
- Can I Send a Document to a Phone Number Instead of Email in Clio Manage?
- How Do I Access Document Templates in Clio Manage?
- When Previewing a Document and the Back Button is Clicked, Can it Retain the Location of the Last Document Clicked?
- If I Change My Login Email Address in Clio, Will That Automatically Update My Login Email Address For My HelloSign Account as Well?
- Can I choose to show folders before files when sorting and viewing my documents?
- I Do Not Have the Option of Changing the Document Name When Dragging and Dropping a Document to Upload