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How to Send Several Documents at Once

Objective:

  • I Would Like to Share Several Files Within a Matter?
  • How to Share Multiple Documents at a Time?
  • How to Share a Document Folder via Clio Connect?
  • How do I Share Multiple Files in Clio with a Client?
  • How do I Share the Folder With a Client Through Clio Connect?
  • How do I Share an Entire Folder With a Client Through Clio Connect?

Environment:

  • Clio Manage
  • Clio Connect

Additional Information:

Procedure:

  1. Upload all the Documents Into a Single Folder
  2. Locate the folder 
  3. Click on the Drop-Down Arrow Beside the Edit Function
  4. Select Share
  5. Choose the Contact(s) in the Select Contacts for Sharing Field
  6. Optionally, Include a Message
  7. Click Share 
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