- Sharing a Document by email link
- Clio Web App
The Client will receive an email with a link to download the document.
For information on how to share a Document via Clio Connect click here.
- Locate the Document you would like to share
- Select the Share link underneath the document title
- Choose the Contact(s) in the Select Contacts for Sharing field
- Select the Share via Link option under Delivery Method
- Select the Share button