KCS - How To Move Documents in Clio

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

Environment:

  • Clio Web App

Additional Information:

N/A

Procedure:

  1. Navigate to the Documents page or subtab
  2. Locate the files that you wish to move (clicking into any folders/subfolders as needed)
    • If moving a single file, click Move under that Document, then continue to Step 6
  3. Check the box to the left of each of the files
  4. Click into the Actions menu that appears at the top of the list
  5. Select Move
  6. Pick the Destination folder/subfolder
  7. Click Move

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality