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How to Re-Share a Trust Request

Objective:

  • Resend Trust Request
  • Re-Share Trust Request
  • Share Trust Request

Environment:

  • Clio Manage 

Additional Information:

n/a

Procedure:

  1. View Trust Request
  2. Click Share
  3. Click Stop Sharing
  4. Click Yes
  5. Type in the name of the Contact you want to share with and select their name from the suggestion menu
  6. Click Share via Clio Connect
  7. Click Share Trust Request

 

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