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Can I Edit the Name of the Contact and Matter Document Folder's Automatically Created by Clio?

Objective:

  • Edit the Clio Created folder name in Documents.
  • Can I Edit the Clio Created Folder Name in Documents?

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

No. Folders for Contacts and Matters that are automatically created by Clio cannot be renamed. Only folders created or uploaded manually will have the option to be edited.

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