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How to Search For a Document in Clio Manage

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
  • How do I search my entire account for a specific Document in Clio Manage?
  • I moved a Document in Clio and cannot find it
  • How do I find a lost Document in Clio Manage?

Environment:

  • Clio Manage

Additional Information:

Procedure: 

Using Document Filters:

  1. Navigate to the main Documents tab on the left of Clio
  2. If searching for a single Documents, click Switch to file view at the top right side of the grid
  3. Click Filter at the top right side of the grid
  4. Add a Keyword from the Document title into the Search box
  5. Click Search
  6. Search the results for your Document

Doc_Filter_Keyword_Search_2.png

Using the Global Search Bar:

  1. Navigate to the Global Search bar in the upper left corner of Clio
  2. Input exact Document or Folder name or a keyword from the Document title
  3. Press Enter on your keyboard
  4. Within results, click Documents Category
  5. You should see the Document or Folder with the attached Matter

Global_Search_Bar.png

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