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