KCS - How To Locate Documents Uploaded by a Client via Clio Connect

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 Web App
  • 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:

  1. View the Client's Contact Card
  2. Click Documents

 

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