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Why Can't I See the Shared Icon Beside a Bill?

Objective:

  • When does the Shared text appear
  • Why is there no shared icon?

Environment:

  • Clio Manage

Additional Information:

  • For more information on the new Billing tab restructure, please click here

Answer:

If a Bill has been shared from Clio, the last date that it was sent will populate in the Last sent column. If there is no date shown in the Last sent column, then it has not yet been shared from Clio.

 

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