Objective:
- Disable Bill Preview so Clio Connect users cannot download a PDF copy of the Bill and can only see the Bill details directly in Clio Connect
Environment:
- Clio Manage
- Clio Connect
Additional Information:
If a Clio Connect user is unable to Download or Preview a Bill, users should check to see whether Bill Preview is enabled.
Procedure:
- Go to Settings
- Click Clio Connect & Sharing
- Select Clio Connect Bill Settings
- Uncheck the Box beside Enable Bill Preview
- Click Save Clio Connect Bill Settings