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KCS - How To Restrict Permissions to a Folder

Objective:

  • Folder restrictions 
  • How to restrict firm members from seeing folders 

Environment:

  • Clio Web App

Additional Information:

  • In order to restrict a Folder, restrict the Matter that the folder is attached to. 

Procedure:

  1. Open the Matter that the Folder is attached to 
  2. Select Edit 
  3. Edit the Permissions Field 
  4. Select Save Matter 

 

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