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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
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