Upload photos or documents
In the mobile app, you can upload a new photo or document from your phone to Clio by clicking the icon for the create new menu or by uploading a photo or document from directly within a matter.
- Click the + icon for the create new menu.
- Select Document.
- Click Upload to select the upload source and file.
- Add the title and select the matter, destination folder, and category.
- Click Save.
- Find your matter by searching for it in the search bar or in the Matters subtab of the Home tab.
- Under Add to this matter, click Document.
- Select the upload source and file.
- Add the title and select the destination folder and category.
- Click Save.
Scan documents
In the mobile app, you can scan paper documents and save them as PDFs to Clio. The built-in document scanner will take images of the documents, crop backgrounds, and combine multiple pages into a single PDF. You can scan documents from your phone to Clio by clicking the icon for the create new menu or by scanning documents from directly within a matter.
- Click the + icon to open the create new menu.
- Under Create new, select Document.
- Select Scan documents.
-
Use your phone's camera to capture an image of the document and make any modifications. When you are finished, click Save.
- You can scan additional documents one at-a-time after scanning the first document. All the documents will be saved together as one PDF file.
- Add the title and select the matter, destination folder, and category.
- Click Save.
- Find your matter by searching for it in the search bar or in the Matters subtab of the Home tab.
- Under Add to this matter, click Document.
- Select Scan documents.
-
Use your phone's camera to capture an image of the document and make any modifications. When you are finished, click Save.
- You can scan additional documents one at-a-time after scanning the first document. All the documents will be saved together as one PDF file.
- Add the title and select the destination folder and category.
- Click Save.
View and filter documents
Your documents will be listed in alphabetical order within their matter folders. You can also sort them by date and filter by document category.
- Find your matter by searching for it in the search bar or in the Matters subtab of the Home tab.
- Under Matter contents, click Documents.
- Select the folder that the document is in.
- Click the filter icon in the top right.
- Select your filter parameters and then click Done
- Click the document's name to preview the file.
Download and share documents
- Find your matter by searching for it in the search bar or in the Matters subtab of the Home tab.
- Under Matter contents, click Documents.
- Select the folder that the document is in.
- Optional: Click the filter icon in the top right to narrow your results.
- Click the document's name to preview the file.
- Click the three vertical dots in the upper right corner and then select Share document. You can now download, print, or share the document.
Edit document details
When viewing a document in the mobile app, you can edit the document's details, including the title, destination folder, and category. You can also move the document to a different folder.
Note: You cannot edit the document itself from your mobile device.
- Find your matter by searching for it in the search bar or in the Matters subtab of the Home tab.
- Under Matter contents, click Documents.
- Select the folder that the document is in.
- Optional: Click the filter icon in the top right to narrow your results.
- Click the document's name and then select the Details subtab.
- Click Edit document details.
- Make your changes and then click Save.
- Find your matter by searching for it in the search bar or in the Matters subtab of the Home tab.
- Under Matter contents, click Documents.
- Select the folder that the document is in.
- Optional: Click the filter icon in the top right to narrow your results.
- Click the three vertical dots in the upper right corner and select Move to another folder.
- Select the new destination folder and then click Move here.
Delete documents
- Find your matter by searching for it in the search bar or in the Matters subtab of the Home tab.
- Under Matter contents, click Documents.
- Select the folder that the document is in.
- Optional: Click the filter icon in the top right to narrow your results.
- Click the document's name and then select the Details subtab.
- Click Edit document details and then select Delete document. You can also click the three vertical dots in the upper right corner and select Delete document.
- Confirm the action by clicking Delete.