2017

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KCS - How to Share all of the Documents in a Matter

Objective:

  • Share a Matter Documents Folder
  • Send all of the Documents related to a Client in Clio Connect

Environment:

  • Clio Web App
  • Clio Connect
  • Documents

Additional Information:

If you don't see the option to select a certain Contact then they don't have an email associated with them. You can add one by viewing the Contact and clicking Edit.

Procedure:

  1. Go to the main Documents tab in the navigation
  2. Find the Client folder from the list and click to open
  3. Find the specific Matter folder you would like to Share
  4. Click Share underneath the folder name
  5. Select the Client you want to share with
  6. Click Share

 

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