Introducing The Law Community, the online community just for Clio customers. Sign up now.

How Do I Rename a Document?


  • Change name of a Document
  • Rename Document
  • Edit Document name


  • Clio Manage

Additional Information:



  1. Go to the Documents page
  2. Click the arrow next to the View button on the left side of the Document you wish to rename
  3. When the Actions Menu from the arrow appears, click on Edit details
  4. A new window will appear where you can change the file name
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