Objective:
- View Documents shared by a Client
- Find Documents shared via Clio Connect
- Unable to find Documents uploaded by a client into Clio
Environment:
- Clio Manage
- Clio Connect
Additional Information:
By default, Documents uploaded in Clio Connect will be linked to the Contact, but not their Matter. Use these steps if you would like them to be associated at the Matter level: How to Create a Document Folder to Share with Client
Procedure:
- View the Client's Contact in Clio
- Click Documents
- Optionally, click on Files Only to view a list of the uploaded Documents