- Sharing a Document by email link
- Send Document Link to 3rd Party
- Download Link for Documents
- Clio Manage
The Client will receive an email with a link to download the document.
Document Download Links will expire after 7 days.
For information on how to share a Document:
- via Clio for Co-Counsel (Clio Connect in EMEA), click here
- via Clio for Clients (Client Portal), click here
- Locate the Document you would like to share
- Select the Drop-down arrow button next to the View button beside the document title
- Select Share with contacts
- Choose the Contact(s) in the Select Contacts field
- Under the Share via option, select Email with a secure link
- Select the Share button