San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

How to Delete a Document Version

Objective:

  • Delete a document version
  • Trash a file version I uploaded

Environment:

  • Clio Web App
  • Documents

Additional Information:

Only the newest version of a file can be deleted. To delete an older version, you first have to delete the newer versions.

You cannot delete documents on Clio Connect accounts, see THIS ARTICLE for details.

Procedure:

  1. Navigate to the Documents tab and locate the document.
  2. Click View Details under the document name.
  3. In the Details panel, click the minus (-)symbol to the right of the most recent version name.
  4. Click Yes to delete the version.

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality