San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

How to Search For a Document in Clio

Objective:

  • Searching for specific Documents in Clio 
  • To find a Document moved by mistake
  • To find a Folder moved by mistake
  • Can't remember where a Document was moved to
  • Can't remember where a Folder was moved to
  • Can't find a sub-folder

Environment:

  • Clio Web App 

Additional Information:

Procedure: 

Using Document Filters:

  1. Select Documents 
  2. Select Filter 
    • Optional: Click Show trashed files to include everything
  3. Select Subfolders in the Show All Folders field 
  4. Enter the name of the Document in the Search Field 
  5. Select Search

Using Global Search:

  1. Use Global Search (Search Bar in upper left)
  2. Input exact Document or Folder name
  3. Press Enter
  4. Within results, click Documents Category
  5. You should see the Document or Folder with the attached Matter
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality