Versions and Comments

Question 1

Versioning

Answer 1

Versioning allows you to keep track of document changes through the course of a matter. To add or view versions for a specific document, click the “View” button for it. This will load a details page that lists the version history along with a button to add a new version

To download previous versions, click on the version number and then click Download

*Those who are using the Clio Launcher to launch and save edited documents will see those document changes as new versions in Clio. We’ll touch upon what Clio Launcher is a little later in this course

Question 2

Commenting

Answer 2

You can combine your use of versioning with comments. For example, you may want to note what the major change(s) is in a newer version of a document or add a document description if it’s not obvious in the file name. Firms can use this area however they choose

Clicking on the number will display the comment(s) and allow you to add more comments.

Documents that do not have any comments will display an Add comment link in the document list instead