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How to Display Documents by Date

Question:

  • How to view files by date
  • How to Organize Documents by Date
  • Can I View Files by Date?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

To view files by date:

1. Click on Documents from the Main Menu

2. Click on Columns (to open drop-down menu)

3. Select the checkboxes next to "Uploaded Date," "Received at" or "Last edit at" to ensure these columns are added to the Documents page.

4. Click Update columns

5. Click on the name of any of the above columns to view files by that category. For example, Clicking "Uploaded Date" will arrange a column by the Uploaded Date.

Update_Column_Date.png

 

 

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