A CLIO WORKSHOP - How to Build and Optimize Client Intake Workflows With Clio Grow. Register for Free.

Am I Able to Sort Documents by Date?

Objective:

  • Sorting and Organizing Documents
  • Ordering Documents by date 

Environment:

  • Clio Manage 

Additional Information:

  • N/A

Answer:

Yes, Documents can be sorted by date via "Last edit at", "Received at", or "Uploaded date". To do this, you can click on the Column header for either "Last edit at" or "Uploaded date".

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