Password protected and encrypted files won’t be searchable. Yes, search users will only see documents in their results that they have permissions to access.Īre there any documents whose contents won’t be searchable? Will search results respect the user permissions of their documents? Which document types will be supported by FTS?įTS supports common text based file types will such as pdf, doc, docx, and msg and a few others. We will evaluate adding the feature to the mobile app at a later date.

Will FTS be available on Clio’s mobile app?Īt present, FTS is not available on Clio mobile app. This feature is account wide, and users will be able to search documents for which they have permissions, across the account. Is FTS a user level feature, or account wide?

On the “Documents Content” search category page, you can also use the filters to further narrow your search and find the right document. If matches are found, click on the “Document Content” search category to view the search results, and preview the matching text. You can start using the Full Text Search feature for Clio Documents by typing the keyword(s) you want to search in the Global Search Bar available at the top of all Clio pages in your browser. In many respects, Clio’s full text search feature works similar to the search feature available on your Windows File Explorer search, or Mac Finder search experience. Videoĭocument Full Text Search enables customers to search through document contents as opposed to just titles and authors. Minimize distractions, save time and increase productivity, using Clio’s seamless document management workflow. Simplify your firm's document workflows and increase efficiencies.Īutomate, organize and manage your firm’s documents from a single platform. Locate the right information in a few clicks with minimal fact recall. Search, select, edit and update your documents without leaving Clio. Use Clio Launcher to open documents directly from your search results.Įnjoy a seamless search experience than enables your firm to work smart, not hard. Benefit from the flexibility of unlimited document storage. Filter and sort documents by category, author, and date. Search multiple file types including PDF, Doc, Docx, and Msg files. Clio’s Full Text Search (FTS) functionality delivers a powerful, yet effortless, search experience-enabling law firms to quickly access to their desired documents, save time and stay focused on their work.įind the file you're looking for quickly.įind the right document fast from Clio’s global search bar, by searching for keywords within its title, metadata, or text contents.

Full text search