2017

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KCS - 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 Documents tab and locate document
  2. Click View Details under 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

 

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