San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

Documents: Moving Files and Folders

You can move standalone folders (not specific to a Contact or Matter) and files by clicking on the "Move" quick link.  

In the move window, click on the folder that you want to move the file or folder to, then click the "Move" button.

You can also move folders and files in bulk by using the check boxed next to the items.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality