This article may be out of date!

Visit the New Knowledge Center

Clio for Co-Counsel was formerly called Clio Connect. (North American accounts only)
It remains Clio Connect for EMEA customers.
If you are looking for support articles on our enhanced client portal, Clio for Clients, access them here.

Internal messages were formerly called secure messages. (North American accounts only)
It remains Secure Messages for EMEA customers.

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.