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Why Can't I Edit the File Name After Uploading to Clio?

October 21, 2021 22:07

Question:

Why Can't I Change the File Name in Clio
How come I can't edit the file name in Clio Connect

Environment:

Clio Connect

Additional Information:

This info pertains to Clio Connect Users only

Answer:

Clio Connect Users have limited access to features and documents, by design. Once a document has been uploaded by a Clio Connect user, you will not be able to edit the file name or delete that uploaded document. These actions will need to be done by the Firm Clio User.