Faster Scan: Automatically Importing Scanned Documents to Clio

Modified on Tue, 29 Aug 2023 at 12:36 PM

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The following is a video tutorial. For the best experience, click the "Full Screen" button while watching this video.


How to use Faster Scan

Faster Scan is the easiest way to automatically import scanned documents into Clio.

Scanning a Document to Clio

Let’s get started by scanning a document. When we scan a document, we’ll see that Faster Scan detects the scanned document and asks where in Clio to save it.

We’ll select a matter in Clio, select the folder in this matter where this scan should be stored, and optionally rename the scanned document. We can also select whether or not to delete the scanned document from our computer after it’s been uploaded to Clio.

Once we’re done, we’ll hit Save and Faster Scan will begin uploading the document.

Configuring Faster Scan Settings

In order for Faster Scan to work properly, we’ll have to configure some settings.

Let’s tell Faster Scan where our scanned documents show up on our computer. We’ll go to Faster Suite on the Faster Ribbon, then the settings wheel, then Scanning on the left. We can see here that Faster Scan is automatically going to watch for new PDFs that show up in our Downloads, Documents, and Desktop folders. We’ll add our scans folder here by copying the file path of the folder and pasting it into the top text box.

Once we’ve entered the folder path, we’ll click Save and Close and we can begin scanning documents.

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