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KCS - How to Share a Document via Link

Objective:

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

Environment:

  • Clio Web App

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 Share link underneath the document title
  3. Choose the Contact(s) in the Select Contacts for Sharing field
  4. Select the Share via Link option under Delivery Method
  5. Select the Share button

 

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