- 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 Connect, 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
- Choose the Contact(s) in the Select Contacts field
- Under the Share via option, select Email with a secure link
- Select the Share button