Objective:
- Share Documents with clients without Clio Connect
Environment:
- Clio Manage
Additional Information:
- This will not give Clients any Clio Connect features, it only sends the document.
- To share a Document via link, click here.
Answer:
Yes. When sharing a document through Clio, you can share via a link. This will send an email to your client with a link that they can click. The link will then bring them to a page where they can temporarily download the document without them having to sign up for a Clio Connect account. Clients will only have access for a week.