The Documents page in Clio Manage is where you store, organise, and find your firm's files. Documents are grouped by the matter or contact they belong to, and you can preview a file without downloading it, describe it using statuses, classifications, categories, and your own tags, keep a record of each version, and search across your full document set.
Note: This feature is available to select plans. Learn more about your plan's features. If you need to upgrade your firm’s plan, ask a firm administrator.
Navigate the Documents page
To help you stay organised and quickly navigate where you need to go, your documents are organised as follows.
- New: Upload files, upload a folder, create a folder, or create a document from a template.
- Recents: Documents you have recently opened, viewed, or edited.
- Starred: Files and folders you have marked with a star.
- Private: Files and folders that are not associated with a matter or contact and are visible only to you.
- Firm: Documents that do not belong to a matter or contact, such as firm or marketing material.
- Contacts: Documents grouped by contact.
- Matters: Documents grouped by matter.
- Trash: Deleted files, which can be restored or permanently deleted. Learn more about deleting and restoring documents.
- Settings: Document settings, including document categories, templates, and merge fields.
Note: Recents and Starred documents are also available within an individual matter, so you can see all files, recent files, and starred files for that matter.
Change document organisation
- Go to Documents and select Firm, Contacts, or Matters.
- Choose any of the following:
- View as: Switch between List and Tree. Tree view shows a matter's full folder structure, including subfolders, so you can see which files sit together.
- Sort by: Sort by Name or Last modified, and show folders On top or Mixed with files.
- Visible columns: Select which columns appear, and drag them into the order you want. Available columns are Latest version, Last modified, Owner, Size, Status, ID, Location, Category, Matter, Contact, Received at, Author, and Recorded time.
- For Visible columns, click Update columns to apply your changes.