How to Stop Sharing Something That is Shared via Clio for Co-Counsel / Clio Connect?

Objective:

• Stop Sharing a Document
• Stop Sharing a Matter
• Stop Sharing a Bill
• Stop Sharing a Folder
• Stop Sharing a Message
• Un-share something shared via Clio for Co-Counsel / Clio Connect
• Unshare Clio for Co-Counsel / Clio Connect
• Trying to Delete a Secure Message

Environment:

• Clio Manage
• Clio for Co-Counsel 
• Clio Connect

Additional Information:

User must have Administrative permissions in Clio to access the Clio for Co-Counsel / Clio Connect & Sharing option in settings. To learn how to change user permissions, please click here.

Procedure:

Option 1:

1. Go to Settings on the left-hand side
2. Click Clio for Co-Counsel / Clio Connect & Sharing
3. Select the Shared Clio for Co-Counsel / Clio Connect Resources sub-tab
4. Click Stop Sharing under the item you no longer wish to share

Option 2:

1. Navigate to the specific Contact or Matter
2. Click the Clio for Co-Counsel / Clio Connect tab
3. Click Stop Sharing under the item you no longer wish to share