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Why Can't I See All My Files in a Matters Documents Tab When Searching the File's Title?

Question:

  • I know I have more files with the file title in my Matter's Documents, why is it not pulling them when searching for the title?
  • Cannot find all Documents with the same title in a Matter's Documents tab

Environment:

  • Clio Manage
  • Documents

Answer:

Our search feature filters for Documents within the specific Matter for the same title. The "soft deleted" Documents/Folders are still there as Users usually want to view deleted Documents. The search pulls up to 200 Documents, when using the search bar in the Documents tab of the Matter.

If there are over 200 Documents in this Matter with the same name, and 195 are deleted Documents, then you will only see 5 that are active with that name when using the search function.

This is currently a Feature Request. If you would like to see this feature added to Clio, please contact support@clio.com with your request and explain how this would benefit your firm.

 

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