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What's different between the Documents tab and the Matter Documents tab?

Objective:

  • What is Documents on the black baf mean?
  • What does Documents in a Matter mean? 

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

Documents on the black bar in Clio will open all Documents for the Clio Account. The main folder will be the Client. When you click into this you will see any Matter folders. When you click Documents in a Matter you are only viewing field you have added to the specific Matter. 

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