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.

Can't View Note from Search Page

Issue:

  • Found Note through global search and cannot view the entire Note
  • Found Note through global search and it has no subject, date, Matter or Contact

Environment:

  • Clio Manage

Additional Information:

  • Only Account Administrators can access the Recovery Bin.

Cause:

The Note was made in a Matter that was deleted. 

Resolution:

Before you can view the note, you would first need to recover the Matter:

  1. Navigate to Settings
  2. Choose Recovery Bin
  3. Locate the Matter that the Note is linked to
  4. Click Recover
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