2017

Download for FREE

KCS - How to Search a Document in Clio

Objective:

  • Searching for specific Documents in Clio 

Environment:

  • Clio Web App 
  • Documents> Clio Documents 

Additional Information:

n/a

Procedure:

  1. Select Documents 
  2. Select Filter 
  3. Select Subfolders in the Show All Folders field 
  4. Enter the name of the Document in the Search Field 
  5. Select Search 

 

Was this article helpful?
Have more questions? Submit a request