KCS - 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
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