Documents
The following articles provide instructions for working with Clio's built-in document storage and sharing solution.
Videos
Articles
- Why Don’t I See the E-Sign Option Next to My Document?
- Can Documents Automatically Create Matters and Contacts?
- Why Don't I See an e-Sign Link Below my Document in Clio Manage?
- What Email Communications Will be Sent When Using the E-Signature Feature in Clio Manage?
- How Do I View Documents That Have Been Sent For E-Signature Via Clio Manage?
- Do I Receive Confirmation When Sending a Document out for an E-Signature?
- Does the New E-Signature Feature Allow for 10 Signatures or 10 Documents on a Boutique Plan?
- Video: How to Collect e-Signatures in Clio Manage
- Does Clio Offer Document Template Building Services for Manage?
- Can Documents Be Sent via Clio Connect for E-Signature
- Where Are e-Signed Documents Stored in Clio?
- How Much is the New e-Signature Feature in Clio Manage?
- What is the Maximum Size Limit for Uploading Folders into Clio Connect?
- Can I Set a Default Document Sharing Method?
- Can I Choose Which Folder to Move Attachments to from Gmail/Outlook?
- Cannot See the Next Page of Folders When Moving Files into Another Folder
- Is there a way to Save a Document with more than one Category?
- Why Can't I Select the 'new' Dropdown in the Documents Page?
- Can I Add an Invoice Link to a Document?
- Can I Attach a File or Photo to a Matter Note?
- Can I Delete the Contact or Matter Folder That Clio Creates For Me?
- How Do I Create New Documents and Upload Documents to Clio Without Opening a Browser?
- Can I See Which Folder a Document is Under?
- Can I Change the Received Date on a Document?
- Can I Sort or View Documents By Their Original Creation Date?
- Can I Unzip a Zip File Within Clio Documents?
- Can I Rename a New Version of a Document?
- How Do I Open a ".pages" File?
- Can I See How Much Space All of My Documents Are Taking In Clio?
- How To Add Documents To A Folder