Objective:
- Check to see if a Client has downloaded a Document
- See if a co-counsel has viewed a Document
- Check to see if a client has viewed shared document through Clio Connect
Environment:
- Clio Manage
- Firm Feed
Additional Information:
If the Document was shared through a Matter, you'll find this information on the Matter Dashboard in the Timeline.
Procedure:
- Click Dashboard tab on the left
- Click on the sub-tab for Firm Feed
- Click on Filter on the right side
- Select the specific User/Contact
- Under Type, select Document