Objective:
- To show the steps in dragging and dropping documents between Contacts and Matters
Environment:
- PC
- Clio desktop app
- Clio Drive
Additional Information:
- Please be aware that this does not copy the document. This will move the document location
Answer:
- Open two File Explorer windows
- In the first window, select the document you want to move
- In the second window, locate the folder you want document added to
- From the first window, click and hold the document you are moving and drag it over to the folder you want it added to in the second window
- Release the document