2017

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KCS - How to Move A Document In Clio

Objective:

  • I need to move a document into a folder, how do I do this?

Environment:

  • Clio Web App
  • Documents

Additional Information:

You can perform the same process from the Documents sub tab in a Matter. 

Procedure:

  1. Navigate to the specific Document
  2. Select the Box on the left
  3. Click the Actions dropdown
  4. Select Move
  5. Choose  the Destination
  6. Click Move

 

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