How to Delete a Document

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:

1. Click on Documents along the black bar.
2. Click Switch to File View (or go to a Document folder)
3. Locate Document file you would like to remove
4. Mark the Checkbox to the left of the file
5. Click Trash underneath the Document or the drop-down Action button

 OR

1. Navigate to Documents tab
2. Locate Document file you would like to remove
3. Click Trash