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:

• Use folder or document name when searching in universal search
• If you cannot remember name of folder or document, refer to Firm Feed; see Locating the Firm Feed
• If you accidentally deleted a Document or Folder, please see How to Restore Previously Deleted Documents 

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