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Can I See Who Uploaded the Document?

Objective:

  • Can I view who uploaded a document?
  • How to see who uploaded a document?
  • Is there a way to see ”uploaded by” section for a file in Clio Manage?
  • View who uploaded the document?

Environment:

  • Clio Manage

Procedure:

Yes, you can see who uploaded a particular document under Clio Manage. Here are the steps to view the "Uploaded by" section:

  1. Go to the Documents tab
  2. Navigate to the desired file (Note: This function is available only for Files and not directly for the Folders)
  3. Click View next to the file
  4. Here you will be able to see the Name, Matter, Contact, Category, Uploaded by, Uploaded at, and the Version history of the document
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