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 Connect
- Unshare Clio Connect
- Trying to Delete a Secure Message
Environment:
- Clio Manage
- Clio Connect
Additional Information:
User must have Administrative permissions in Clio to access the Clio Connect & Sharing option in settings. To learn how to change user permissions, please click here.
Procedure:
Option 1:
- Go to Settings on the left-hand side
- Click Clio Connect & Sharing
- Select the Shared Clio Connect Resources sub-tab
- Click Stop Sharing under the item you no longer wish to share
Option 2:
- Navigate to the specific Contact or Matter
- Click the Clio Connect tab
- Click Stop Sharing under the item you no longer wish to share