Objective:
- View Documents alphabetically by name
- Display documents in alphabetical order
Environment:
- Clio Manage
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:
- Navigate to a Matter (or the main Documents tab on the left side of Clio)
- Select the Documents tab within the Matter
- Hover over the column header Name and an arrow will appear
- When the arrow points up, Documents will appear in ascending alphabetical order
- When the arrow points down, Documents will appear in descending alphabetical order