How to Stop Sharing Something Shared via 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 Connect
• Unshare Clio Connect

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:

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