Formulaws.com Documentation
Upload PDF To Clio
Once the Clio integration is enabled, you can upload document PDFs to Clio, into the client's folder in Clio.
When you open any document in Formulaws.com, the main page offers he ability to upload a PDF to Clio.
By clicking the "Upload PDF To Clio" button, Formulaws.com connects to Clio and you may be prompted by Clio to authorize the connection (see Connecting To Clio). Once authorized, the following page is shown:
If no client has been selected yet (shown on the line labeled "Client"), you can select the client matter and client in Clio, for whom this document is to be uploaded, by clicking the "Select Client Matter in Clio" button. Select the client in the popup shown. Once completed, the client information is shown on the page:
Once the client has been selected, click "Upload" and the PDF is uploaded to the client's folder.