KCS - 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 Web App
  • Clio Connect

Additional Information:

Users must have Administrative permissions in Clio to access the Clio Connect & Sharing in settings. To learn how to change user permissions, please click here.

Procedure:

  1. Go to Settings using the navigation
  2. Click Clio Connect & Sharing
  3. Select the Shared Clio Connect Resources sub-tab
  4. Click Stop Sharing under the item

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality