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
- If you accidentally deleted a Folder or Document, please refer to below article
Procedure:
Using Document Filters:
- Navigate to the main Documents tab on the left of Clio
- If searching for a single Documents, click Switch to file view at the top right side of the grid
- Click Filter at the top right side of the grid
- Add a Keyword from the Document title into the Search box
- Click Search
- Search the results for your Document
Using the Global Search Bar:
- Navigate to the Global Search bar in the upper left corner of Clio
- Input exact Document or Folder name or a keyword from the Document title
- Press Enter on your keyboard
- Within results, click Documents Category
- You should see the Document or Folder with the attached Matter