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.
- 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.