Faster Drive: "Preserve To Clio" instead of "Save As"

Modified on Sat, 03 Jun 2023 at 11:33 AM

Users would like to save documents to Clio with the click of a button similar to "Preserve EMail" that would prompt them with the same matter selection screen as "Import Documents" feature. This would be done instead of "Save As" and browsing the Clio Cloud Drive for the desired matter. 

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