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KCS - How to Search For a Document in Clio

Objective:

  • Searching for specific Documents in Clio 

Environment:

  • Clio Web App 

Additional Information:

n/a

Procedure:

  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 
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