Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

How To Rename a Document

Objective:

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

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Navigate to the specific Document
  2. Select the blue Rename text under the Document name
  3. Type desired Document name
  4. Select Update

 

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