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:

• Use the Folder or Document name when using the Global Search option
• If you cannot remember the name of the Folder or Document, refer to the Firm Feed
  • Locating the Firm Feed
• If you accidentally deleted a Folder or Document, please refer to below article
  • How to Restore Previously Deleted Documents 

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

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