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How to Sort Documents by Name

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:

  1. Navigate to a Matter (or the main Documents tab on the left side of Clio)
  2. Select the Documents tab within the Matter
  3. Hover over the column header 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

 

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