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I Cannot Find a Document Under a Matter

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:

  1. Open the contact page for the client of that matter
  2. Click the Documents tab
  3. Type in the name of the document into the Search bar
  4. You can move the document to the contact using these steps

 

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