Combine or Replace Documents

You can efficiently manage your documents in Clio Manage by combining multiple files into a single PDF, converting a Word document into a PDF, and updating a file with a new version. This allows you to keep your records organized and easily share the correct formats with clients.

Add new document versions in Clio Manage

1. Go to the main Documents tab or the Documents subtab in a contact or matter.
2. Find the document in the table. You may need to click into folders.
3. Click the document's name to open it.
4. Click the plus (+) icon next to Version history.
5. Upload the new file version.

Create PDFs from Word documents in Clio Manage

Once you upload a Word document to Clio Manage, you can create a PDF of the document directly in Clio Manage with just a few clicks. This makes it easy to share PDF documents with clients or opposing counsel, and send PDF documents to clients for their electronic signatures, all without having to download the documents, convert them to PDFs, and re-upload them to Clio Manage.

1. Go to the main Documents tab or the Documents subtab in a contact or matter.
2. Find the Word document in the table. You may need to click into folders.
3. Click the down arrow next to Download and then select Create PDF. Alternatively, you can also open the document to view it, then click Actions > Create PDF. 
   • A PDF version of your document will be created in the same location as the Word document.

Combine files into a single PDF file in Clio Manage

After you add documents to a matter in Clio Manage, you can combine DOCX, PNG, PDF, and other supported file types into a new PDF.

1. Go to the Documents subtab for a contact or matter.

2. Use the checkboxes to select the files you want to combine.

   Note: You can select files from within a single folder or you can click Files only to display all files associated with a contact or matter.

3. Click Actions, then Combine files.
4. Add a name for the new file.
5. Optional: You can arrange your files in any order. Click and hold on the drag and drop icon of a file (the 6 dots to the left of the filename) and move the files as needed. You can also use the up and down arrows to reorder your files.
6. Click Combine.
7. Optional: Click Edit Text to make any changes to the document. You can edit existing text, add additional blocks of text, and add figures.
8. When you are satisfied with the document, click Save.
   • Once saved, you can find the document in the same folder or view as where you selected the files from. Combining files with larger file sizes will take longer to save.

Create a PDF bundle

With document bundling, you can combine multiple files into a single, professionally formatted PDF that includes a cover page, a table of contents, page numbers, and a matter number footer. Clio Manage adds these elements automatically when you combine your files.

1. Go to the Documents subtab for a contact or matter.
2. Use the checkboxes to select the files you want to combine.
3. Click Actions, then Combine files.
4. Enter a name in the File name field.
5. Under Include, select the options you want to add to the bundle.
   • Cover page: Add a title page. Enter a Title, Code, and Date.
   • Table of contents: Add a clickable contents list at the start of the bundle.
   • Matter number footer: Show the matter number in the footer of every page.
   • Page numbers: Add page numbers, then set the Numbering type (Simple or Bates), Position (Left, Center, or Right), and Pages to number (Provided files only or All).
   • Font: Choose the font for the added elements: Times Roman, Helvetica, or Courier.
   • Remember my preferences: Save these settings to reuse the next time you combine files.
6. Arrange the files in the order you want them to appear in the bundle.
7. Click Combine.
8. Optional: Click Edit Text to adjust the combined document, then click Save.