Clio allows for an attorney to send Secure Messages (or "Communications") to people of their…
Viewing your Documents
You can view all shared documents at any time in Clio Connect by clicking on the Documents tab.
Documents will also appear on the Dashboard tab of Clio.
To download a file, just click on the file name.
To download multiple files, check the boxes beside each of the files you would like to download then select “Download” from the “Actions” dropdown.
Uploading a file or folder
Please note: Folder upload is only available with Google Chrome. Navigate to the folder that you would like to upload the folder to (including all files contained in the folder) then click on the “new” button and select “Folder Upload”.
In the “Browse for Folder” pop-up window, select the folder that you want to upload then click “OK”. The folder and all content files will then begin to upload. The time required for the upload will depend on the number and size of the files that you are trying to upload.
To upload an individual or multiple files, navigate to the folder that you would like to upload the file(s) to then click on the “New” button and select “File upload”. Locate the file(s) you would like to upload and click “Open”. You can select multiple files by holding the CTRL key while selecting them.
Note that you are limited to uploading individual files of no more than 1 gigabyte.
You have a number of options for downloading folders (including all files and child folders contained therein).
Individual Folder Download
To download an individual folder and all contents as a Zip file:
- Click the “Download” quick link; or
2. Click on the folder to open it then click on the “Download” button.
To select multiple folders for download to a single Zip file, check the boxes beside each of the folders you would like to download then select “Download” from the “Actions” dropdown.