July 26th, 2012 by Gwynne Monahan
#cliotraining Tip: Scan to Clio, Whether on a Mac or PC
You’ve no doubt heard of our latest Clio Platform integration: ScanSnap, and our contest give away. The premise is simple: Scan to Clio. No more scanning, searching and then uploading. Just Scan to Clio.
And today, you can now Scan to Clio, whether you use a Mac or PC.
To get started, you need to install the ScanSnap software on your computer, and then download the PC Clio Uploader if on a PC, or download the Clio Uploader For Mac if using an Apple machine. Be sure to follow the instructions for installing the uploader. The PC instructions are here, and the Mac instructions are here.
Once you’ve installed the Clio Uploader, you can start Scanning to Clio!
When you scan your first Document, you’re asked to enter your Clio credentials:
Fill in the Description, Reference, which is the Matter Number, and select the appropriate Category:
Click the “Upload” button and viola! Your Document has been Scanned to Clio. No more scanning to your desktop, logging into Clio, searching for the Document and then uploading it to Clio.
To learn more about Documents in Clio, check out the Documents section of our Support site.
Got a tip to share? Let us know. We’d love to hear them!
