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KCS - How to Preview a Shared Bill

Objective: 

  • View a Shared Bill
  • Viewing a Clio Connect Bill 

Environment:

  • Clio Web App 
  • Settings> Clio Connect & Sharing 

Additional Information:

n/a

Procedure:

  1. Select Settings
  2. Select Clio Connect & Sharing 
  3. Ensure Shared Bill via Email in the Choose Event field
  4. Select Preview 

 

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