KCS - Unable to Locate Documents Despite the Firm Feed Showing A Successful Upload

Issue:

  • Unable to view Documents in the location in which they were uploaded (as per the Firm Feed), no Matter folder(s) visible in the Documents subtab on the client page, and no client folder visible in the main Documents tab.

Environment:

  • Web app

Additional Information:

n/a

Cause:

...

Resolution:

  1. North American accounts will go to https://app.clio.com/settings/account_owner/edit, European accounts will go to https://app.clio.eu/settings/account_owner/edit
  2. From the New Account Owner dropdown, select another firm member
  3. Click Update Account Owner
  4. Log into the firm member's account chosen in step 2
  5. From the New Account Owner dropdown, choose the originating subscriber
  6. Click Update Account Owner

 

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