KCS - How to Search for Notes

Objective:

  • Locate Notes 

Environment:

  • Clio Web App
  • Global Search

Additional Information:

This will show results that match to the Notes subject and details. 

Procedure:

  1. Navigate to the Global Search bar
  2. Type in keyword(s)
  3. Click the magnifying glass or Enter on the keyboard

 

Was this article helpful?