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
- Select the Share link underneath the folder
- Choose the Contact(s) in the Select Contacts for Sharing field
- Optionally, include a message
- Click Share