How to Save a Link to Later Access Documents Shared in Clio Connect

Objective:

• Copy the URL Link to the Clio Connect File Download page.

Environment:

• Clio Connect

Additional Information:

If you do not currently have a Clio Connect account, Click View File to access the sign up page.

Procedure:

1. In your Email Client, open the New Document message
2. Right Click the View Bill button
3. Copy Link Address