KCS - How to Share a Trust Request via Clio Connect

Objective:

  • Share a Trust Request using the portal

Environment:

  • Clio Web App
  • Trust Request

Additional Information:

n/a

Procedure:

  1. View Trust Request
  2. Click Share
  3. Type in the Contact you want to share with and select them from the suggestion menu
  4. Click Share via Clio Connect
  5. Click Share Trust Request

 

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