Learn how legal professionals use technology to adapt to consumer expectations in the 2021 Legal Trends Report

How to Drag and Drop Documents Between Matters and Contacts in Clio Drive (PC Specific)

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:

  1. Open two File Explorer windows
  2. In the first window, select the document you want to move
  3. In the second window, locate the folder you want document added to
  4. 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 
  5. Release the document 

Screen_Shot_2022-01-06_at_14.06.16_PM.png

 

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