After drafting documents in Clio Draft, you can download the documents for your records or to send them to necessary parties.
Download documents
You can download your drafted documents during the drafting process, from the Matters tab, from the Documents or Document sets tab.
During drafting
- Go to your Library and select one of the Sets, PDF forms, or Word templates subtabs.
- Add items to start drafting documents.
- Go through the document drafting process until you reach the end drafting/preview page (after the populate page).
- In the bottom right, click Download and then select Download current document to only download the selected document, or click Download all (.zip) to download all the documents in the selection pane.
Documents or Document sets tab
- Go to Documents or Document sets, depending on whether you drafted an individual document or multiple documents at once.
- Search for the drafted documents.
- Click the Actions dropdown.
- Click Download and then choose whether to keep the highlights or remove them.
Matters tab
- Go to Matters and find your matter.
- Click the Actions dropdown and then select View.
- Under Documents or Document sets, click the Actions dropdown.
- Click Download and then choose whether to keep the highlights or remove them.