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

How To Sort Documents by Name

Objective:

  • View Documents alphabetically by name
  • Display documents in alphabetical order

Environment:

  • Clio Web App

Additional Information:

Folders will always display at the top, followed by other Document types.

Note: Sorting will not stick should you click into another tab. 

Procedure:

  1. Navigate to a Matter
  2. Select the Documents tab within the Matter
  3. Hover over Name and an arrow will appear
  4. When the arrow points up, Documents will appear in ascending alphabetical order
  5. When the arrow points down, Documents will appear in descending alphabetical order

 

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