2017

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KCS - How to Prevent Clio Connect Users from Downloading Shared Bills

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 Web App
  • 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:

  1. Go to Settings
  2. Click Clio Connect & Sharing
  3. Select Clio Connect Bill Settings
  4. Uncheck the Box beside Enable Bill Preview
  5. Click Save Clio Connect Bill Settings

 

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