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:
- For Steps on Uploading Documents on a Folder see: How To Add Documents To A Folder
Procedure:
- Upload all the Documents Into a Single Folder
- Locate the folder
- Click on the Drop-Down Arrow Beside the Edit Function
- Select Share
- Choose the Contact(s) in the Select Contacts for Sharing Field
- Optionally, Include a Message
- Click Share