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 Move under that Document
4. Select Destination folder/subfolder or other Matter Folders
5. 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