KCS - How To Sort Documents by Description

Objective:

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

Environment:

  • Clio Web App

Additional Information:

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

Procedure:

  1. Navigate to a Matter
  2. Select the Documents tab within the Matter
  3. Click the arrow to the right of the Description heading
  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