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:
- Also see how to easily move/manage documents using Clio Drive.
Procedure:
Moving One Document:
- Navigate to the Documents page or subtab in the Matter or Contact
- Locate the files that you wish to move (clicking into any folders/subfolders as needed)
- Click the dropdown arrow next to View under the Actions Column
- Click Move
- Select Destination folder/subfolder or other Matter Folders
- Click Move
Moving Multiple Documents:
- Navigate to the Documents page or subtab in the Matter or Contact
- Locate the files that you wish to move (clicking into any folders/subfolders as needed)
- Check Box to the left for each document you wish to move
- Select the arrow besides Actions for a drop down menu
- Select Move
- Pick the Destination folder/subfolder or other Matter Folders
- Click Move