KCS - How to Tell if a Document is Connected to a Client or Matter

Objective:

  • 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.

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

In New Clio:

  1. Select Documents from the main navigation menu
  2. Locate the appropriate Document or Folder 
  3. Select "View Details" underneath the Document name
  4. A General Information window will open, if you do not see a Matter name or Client then the Document is not connected to either
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