Objective:
- My Client uploaded a file in Clio Connect, where can I find it
- I added a Document for my lawyer to see, but they say it's not in the folder
- My client uploaded a Document outside our shared folder, where is it now?
Environment:
- Clio Manage
Additional Information:
If the file was uploaded into a Shared Folder, the Document will be within this Folder.
For more information on how to locate the Document in Clio Connect, please click here.
Answer:
If a Document is uploaded by a Client outside a Shared Folder, the Document will appear under the Client Folder.