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How to Move Documents in Clio Manage

Objective:

  • How to move Documents to another Matter?
  • How to move Documents to another folder?
  • How to move multiple Documents at once in Clio?
  • Move more than one Document at one time in Clio Documents?
  • How to move Documents in bulk?
  • Move Documents from Contact to Matter

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

Moving One Document:

  1. Navigate to the Documents page or subtab in the Matter or Contact
  2. Locate the files that you wish to move (clicking into any folders/subfolders as needed)
  3. Click the dropdown arrow next to View under the Actions Column
  4. Click Move 
  5. Select Destination folder/subfolder or other Matter Folders
  6. Click Move

 Moving Multiple Documents:

  1. Navigate to the Documents page or subtab in the Matter or Contact
  2. Locate the files that you wish to move (clicking into any folders/subfolders as needed)
  3. Check Box to the left for each document you wish to move
  4. Select the arrow besides Actions for a drop down menu
  5. Select Move
  6. Pick the Destination folder/subfolder or other Matter Folders
  7. Click Move

 

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