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How to Share a Document via Email Link

Objective:

  • Sharing a Document by email link
  • Send Document Link to 3rd Party
  • Download Link for Documents

Environment:

  • Clio Manage

Additional Information:

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.)

Procedure:

  1. Locate the Document you would like to share
  2. Select the Drop-down arrow button next to the View button beside the document title
  3. Select Share
  4. Choose the Contact(s) in the Select Contacts field
  5. Beside the Share via option, select Change
  6. Select Email with a secure link
  7. Select the Share button

 

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