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:
- Select Documents
- Select Filter
- Optional: Click Show trashed files to include everything
- Select Subfolders in the Show All Folders field
- Enter the name of the Document in the Search Field
- Select Search
Using Global Search:
- Use Global Search (Search Bar in upper left)
- Input exact Document or Folder name
- Press Enter
- Within results, click Documents Category
- You should see the Document or Folder with the attached Matter