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.