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How to Delete Document Categories

Objective:

  • I want to delete a Document Category
  • Delete Document Category so my Documents don't save to the Category subfolder

Environment:

  • Clio Manage

Procedure:

1) Navigate to Documents
2) Click Categories
3) Delete the necessary Categories

Note: Deleting a Document Category will not delete any Documents attached to that category -- those files will simply appear as belonging to no category.

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