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KCS - How to Share a Document with a Client via Email


  • Sharing a Document by email link


  • Clio Web App

Additional Information:

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.


  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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