Find a document Clio Manage
In Clio Manage, you can quickly search for a specific document using the global search bar. Global search produces results by searching both document names the full-text content of the documents. Global search is useful for finding documents when you cannot remember the document names, but you recall particular keywords associated with documents. Learn how to use global search to find a document.
Local searches are suitable when you're already in the main Document tab or the Document subtab for a contact or matter and you know the name of the document you are looking for.
- Go to the main Documents tab or the Documents subtab in a contact or matter
- Optional: Switch between viewing Files only or All files and folders, or use the Filters to select specific filter parameters.
- In the Search field, start typing part of the document name. The list of results will update as you type.
Download document PDF file in Clio Grow
After all signees have signed the document, you can view and download the completed document as a PDF file from the matter’s intake process page, from the matter’s files page, or from the Documents tab.
- Go to the matter in Clio Grow.
- Find the document task under the Intake process section.
- Click the Options dropdown and select Download PDF.
- Go to the matter and select the Files subtab.
- Find the document under the Documents section.
- Hover over the white document icon on the black background and click Download.
- Go to Documents > Submitted.
- Click the document’s name.
- Click Actions and then select Download PDF.
Download files and folders in Clio Manage
In Clio Manage, you can download both document files and document folders. Individual files are downloaded in their original formats, and individual folders are downloaded as .zip files. Files and folders downloaded in bulk are combined into a single .zip file. You can also download previous versions of files.
Download individual files or folders
- Go to Documents and navigate to the file or folder.
- In the Actions column, click the down arrow and select Download folder (for folders) or Download latest (for files).
Download previous versions of files
- Open the file.
- Select the Versions tab from the information panel on the right.
- Hover over the version you want to download, click the more icon (vertical ellipses), and then select Download this version.
Download files or folders in bulk
- Go to Documents.
- Select the checkbox next to each file and/or folder you want to download.
- From the actions bar above the documents table, select the download icon.