February 22nd, 2011 by Gwynne Monahan
#cliotraining Tuesday Tip: Use the Versions feature to keep Documents organized
Drafts. Edits. Rewrites. Word documents. PDFs.
In a word: versions.
With Clio, you can easily keep track of all the versions of a document using the Versions feature. This way, you aren’t creating new documents each time you make and save changes, and you have the added benefit of being able to see all the versions, like this:
So, as an example, there are four versions of this “Trial Book.doc” document for this Matter, 00013-Smith. You can see when each was last modified, and that Version 4 is the latest. Now, instead of renaming and re-saving it as, say, “Trial Book-5.doc” on your computer, you can save it, as is, to your computer and then upload it to Clio.
To do this, simply click the “New File” link and do the following:
- Choose “Create New File” under the Select Option menu.
- Choose “Create New Version”
- Choose the file from your computer.
- Click “Submit.”
A new version, of the same document but with your most recent changes, is created.
For more detailed instructions, including a short video demo, check out our Versions feature page in Support.
[...] This post was mentioned on Twitter by Christopher Hill, Clio. Clio said: New blog post: #cliotraining Tuesday Tip: Use the Versions feature to keep Documents organized http://bit.ly/fYJHQW [...]
[...] gone over our document version feature before, and how it helps you keep track of the same document without having to continually rename the [...]