Issue:
- I uploaded a document, but unable to find it under the matter's Documents tab
Environment:
- Clio Manage
Additional Information:
- n/a
Cause:
The document is under the contact's Documents tab only.
Resolution:
- Open the contact page for the client of that matter
- Click the Documents tab
- Type in the name of the document into the Search bar
- You can move the document to the contact using these steps