If you no longer want to maintain a record of a document in Clio Grow, you can delete the document file. You can delete the document from either the matter’s Intake process page or the Documents tab.
Matter's Intake processDocuments tab
Go to the matter in Clio Grow.
Find the document task under the Intake process section.
Click the Options dropdown and select Delete Document.
When the warning prompt appears, select Delete Document.
Go to Documents.
Select either Pending or Submitted.
Click the document’s name.
Click Actions and then select Delete Document.
When the warning prompt appears, select Delete Document.
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