Objective:
- Deleting Documents
- Removing Document from Clio Documents
- How to Delete a Document
- Delete more than one Document at a time
- How to Delete Multiple Documents at Once
- How to Trash a Document
Environment:
- Clio Manage
Additional Information:
For information on how to locate Deleted Document click here.
If you are a Clio Connect user and the Documents were uploaded by your Attorney, you will not see the option to Trash or delete the Document.
Procedure:
- Click on Documents along the black bar.
- Click Switch to File View (or go to a Document folder)
- Locate Document file you would like to remove
- Mark the Checkbox to the left of the file
- Click Trash underneath the Document or the drop-down Action button
OR
- Navigate to Documents tab
- Locate Document file you would like to remove
- Click Trash