Question:
- How to view all matters with a document uploaded?
- How to see all matters with a document associated?
- Can I see a report with all matters with a document attachment?
Environment:
- Clio Manage
Additional Information:
- n/a
Answer:
Currently, there is no way to view a report or file of all Matters with a Document attachment.
However, the best way to view matters and to see if there is a document associated with it is to follow the below steps:
1. Click Documents
2. Select Switch to File View
This will allow you to view all documents in a list. If you observe under the Matters column, it will display the associated matter.
