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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 for Co-Counsel (Clio Connect in EMEA), click here
  • via Clio for Clients (Client Portal), 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 with contacts
  4. Choose the Contact(s) in the Select Contacts field
  5. Under the Share via option, select Email with a secure link
  6. Select the Share button

 

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