- I uploaded a Document to Clio but I can't find it under the Client or Matter Documents tab.
- How to tell if a Document that was uploaded directly in to Clio is associated with a Matter or a Client.
- How to tell if a Document that was uploaded directly in to Clio is not connected to a Matter or a Client.
- Clio Web App
In New Clio:
- Select Documents from the main navigation menu
- Locate the appropriate Document or Folder
- Select "View Details" underneath the Document name
- A General Information window will open, if you do not see a Matter name or Client then the Document is not connected to either